SeaCrest Wealth Management, LLC SCHG Holdings History
SeaCrest Wealth Management, LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-06-30, SeaCrest Wealth Management, LLC held 516,338.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $15.08 Mil. This investment constitutes 1.64% of their stock portfolio, and SeaCrest Wealth Management, LLC now holds 0.03% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2018Q2. And since then SeaCrest Wealth Management, LLC has made 15 purchases of SCHG, at an average price of $33.89, for a total of 584,478.00 shares. In addition, there have been 14 sales at an average price of $43.19 for 68,140.00 shares. Based on historical transaction data and SCHG's current price of $29.69, SeaCrest Wealth Management, LLC's estimated gain on his SCHG holdings is $-1.54 Mil, reflecting a -7.76% gain to date.
SeaCrest Wealth Management, LLC SCHG ($29.69) Holding Chart
SeaCrest Wealth Management, LLC SCHG ($29.69) 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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