Access Financial Services, Inc. Schwab Strategic Tr Us Large C Transaction History

Access Financial Services, Inc.

  • $175 Million
  • Q2 2025

A detailed history of Access Financial Services, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Access Financial Services, Inc. holds 13,936 shares of SCHG stock, worth $421,006. This represents 0.23% of its overall portfolio holdings.

Number of Shares
13,936
Previous 14,480 3.76%
Holding current value
$421,006
Previous $362,000 12.43%
% of portfolio
0.23%
Previous 0.22%

Shares

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

Jul 18, 2025
SELL
$22.27 - $29.21 $12,114 - $15,890
-544 Reduced 3.76%
13,936 $407,000
Q4 2024

Jan 16, 2025
BUY
$25.93 - $105.3 $281,599 - $1.14 Million
10,860 Added 300.0%
14,480 $403,000
Q4 2023

Jan 18, 2024
SELL
$70.08 - $83.37 $273,312 - $325,143
-3,900 Reduced 51.86%
3,620 $300,000
Q3 2023

Oct 25, 2023
SELL
$71.99 - $78.02 $10,078 - $10,922
-140 Reduced 1.83%
7,520 $546,000
Q2 2023

Aug 07, 2023
BUY
$63.6 - $74.95 $8,904 - $10,493
140 Added 1.86%
7,660 $574,000
Q1 2022

Apr 19, 2022
BUY
$65.63 - $82.62 $246,768 - $310,651
3,760 Added 100.0%
7,520 $563,000
Q4 2020

Jan 14, 2021
SELL
$55.95 - $64.38 $141,721 - $163,074
-2,533 Reduced 40.25%
3,760 $483,000
Q2 2020

Aug 11, 2020
SELL
$37.99 - $51.32 $8,281 - $11,187
-218 Reduced 3.35%
6,293 $639,000
Q1 2020

Apr 16, 2020
SELL
$34.6 - $51.17 $44,115 - $65,241
-1,275 Reduced 16.38%
6,511 $519,000
Q4 2019

Jan 21, 2020
BUY
$40.97 - $46.72 $10,242 - $11,680
250 Added 3.32%
7,786 $723,000
Q1 2019

Apr 26, 2019
SELL
N/A
-1,500 Reduced 16.6%
7,536 $599,000
Q4 2018

Feb 19, 2019
BUY
N/A
9,036 New
9,036 $623,000

Others Institutions Holding SCHG

# of Institutions
1,545
Shares Held
758M
Call Options Held
327K
Put Options Held
193K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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