Thrive Wealth Management, LLC SCHG Holdings History
Thrive Wealth Management, LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-06-30, Thrive Wealth Management, LLC held 5.08 Mil shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $148.32 Mil. This investment constitutes 23.95% of their stock portfolio, and Thrive Wealth Management, LLC now holds 0.34% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2021Q4. And since then Thrive Wealth Management, LLC has made 10 purchases of SCHG, at an average price of $39.33, for a total of 5.60 Mil shares. In addition, there have been 4 sales at an average price of $41.76 for 519,165.00 shares. Based on historical transaction data and SCHG's current price of $29.35, Thrive Wealth Management, LLC's estimated gain on his SCHG holdings is $-49.39 Mil, reflecting a -22.44% gain to date.
Thrive Wealth Management, LLC SCHG ($29.35) Holding Chart
Thrive Wealth Management, LLC SCHG ($29.35) 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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