Strategic Family Wealth Counselors, L.L.C. SCHG Holdings History
Strategic Family Wealth Counselors, L.L.C.'s Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-03-31, Strategic Family Wealth Counselors, L.L.C. held 500,522.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $12.53 Mil. This investment constitutes 4.07% of their stock portfolio, and Strategic Family Wealth Counselors, L.L.C. now holds 0.03% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2018Q4. And since then Strategic Family Wealth Counselors, L.L.C. has made 17 purchases of SCHG, at an average price of $32.36, for a total of 556,703.00 shares. In addition, there have been 8 sales at an average price of $60.63 for 56,181.00 shares. Based on historical transaction data and SCHG's current price of $29.74, Strategic Family Wealth Counselors, L.L.C.'s estimated gain on his SCHG holdings is $274,317.48, reflecting a 1.52% gain to date.
Strategic Family Wealth Counselors, L.L.C. SCHG ($29.74) Holding Chart
Strategic Family Wealth Counselors, L.L.C. SCHG ($29.74) 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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