SUMMIT WEALTH & RETIREMENT PLANNING, INC. SCHG Holdings History
SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-03-31, SUMMIT WEALTH & RETIREMENT PLANNING, INC. held 1.55 Mil shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $38.79 Mil. This investment constitutes 11.89% of their stock portfolio, and SUMMIT WEALTH & RETIREMENT PLANNING, INC. now holds 0.1% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2018Q4. And since then SUMMIT WEALTH & RETIREMENT PLANNING, INC. has made 15 purchases of SCHG, at an average price of $32.15, for a total of 1.80 Mil shares. In addition, there have been 9 sales at an average price of $53.45 for 253,514.00 shares. Based on historical transaction data and SCHG's current price of $29.43, SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s estimated gain on his SCHG holdings is $1.20 Mil, reflecting a 2.06% gain to date.
SUMMIT WEALTH & RETIREMENT PLANNING, INC. SCHG ($29.43) Holding Chart
SUMMIT WEALTH & RETIREMENT PLANNING, INC. SCHG ($29.43) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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