Patrick M Sweeney & Associates, Inc Schwab Strategic Tr Us Large C Transaction History

Patrick M Sweeney & Associates, Inc

  • $145 Billion
  • Q2 2025

A detailed history of Patrick M Sweeney & Associates, Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Patrick M Sweeney & Associates, Inc holds 13,068 shares of SCHG stock, worth $397,136. This represents 0.26% of its overall portfolio holdings.

Number of Shares
13,068
Previous 13,523 3.36%
Holding current value
$397,136
Previous $339 Million 13.54%
% of portfolio
0.26%
Previous 0.25%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$22.27 - $29.21 $10,132 - $13,290
-455 Reduced 3.36%
13,068 $384 Million
Q1 2025

Apr 14, 2025
BUY
$24.91 - $29.02 $21,073 - $24,550
846 Added 6.67%
13,523 $339 Million
Q4 2024

Jan 22, 2025
BUY
$25.93 - $105.3 $247,346 - $1 Million
9,539 Added 303.98%
12,677 $353 Million
Q3 2024

Oct 22, 2024
BUY
$92.63 - $105.69 $35,940 - $41,007
388 Added 14.11%
3,138 $327 Million
Q2 2024

Jul 17, 2024
BUY
$87.04 - $101.61 $11,315 - $13,209
130 Added 4.96%
2,750 $267 Million
Q4 2023

Feb 06, 2024
BUY
$70.08 - $83.37 $183,609 - $218,429
2,620 New
2,620 $217 Million

Others Institutions Holding SCHG

# of Institutions
1,584
Shares Held
803M
Call Options Held
298K
Put Options Held
193K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
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