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

Access Financial Services, Inc.

$207 Million
Q3 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 $442,328. This represents 0.21% of its overall portfolio holdings.

Number of Shares

13,936

Previous 13,936 -0.0%

Holding current value

$442,328

Previous $407,000 9.09%

% of portfolio

0.21%

Previous 0.23%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,628

Shares Held

815M

Call Options Held

606K

Put Options Held

163K

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About SCHWAB STRATEGIC TR US LARGE-C

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