Petra Financial Advisors Inc Schwab Strategic Tr Us Large C Transaction History

Petra Financial Advisors Inc

$152 Billion
Q3 2024

A detailed history of Petra Financial Advisors Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Petra Financial Advisors Inc holds 18,514 shares of SCHG stock, worth $523,761. This represents 1.27% of its overall portfolio holdings.

Number of Shares

18,514

Previous 18,913 2.11%

Holding current value

$523,761

Previous $1.91 Billion 1.13%

% of portfolio

1.27%

Previous 1.37%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	SELL	$92.63 - $105.69 $36,959 - $42,170	-399 Reduced 2.11%	18,514 $1.93 Billion
Q2 2024 Jul 18, 2024	SELL	$87.04 - $101.61 $52,136 - $60,864	-599 Reduced 3.07%	18,913 $1.91 Billion
Q1 2024 Apr 23, 2024	SELL	$80.6 - $93.32 $3,546 - $4,106	-44 Reduced 0.22%	19,512 $1.77 Billion
Q4 2023 Jan 29, 2024	BUY	$70.08 - $83.37 $3,013 - $3,584	43 Added 0.22%	19,556 $1.62 Billion
Q3 2023 Nov 01, 2023	BUY	$71.99 - $78.02 $395,297 - $428,407	5,491 Added 39.16%	19,513 $1.42 Billion
Q2 2023 Jul 26, 2023	BUY	$63.6 - $74.95 $566,548 - $667,654	8,908 Added 174.19%	14,022 $1.05 Billion
Q1 2023 Apr 20, 2023	SELL	$54.19 - $65.17 $276,477 - $332,497	-5,102 Reduced 49.94%	5,114 $333 Million
Q4 2022 Apr 10, 2023	BUY	$54.31 - $60.76 $554,830 - $620,724	10,216 New	10,216 $568 Million

Others Institutions Holding SCHG

# of Institutions

1,331

Shares Held

1.79B

Call Options Held

140K

Put Options Held

91.5K

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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Petra Financial Advisors Inc Schwab Strategic Tr Us Large C Transaction History