A detailed history of Ackerman Capital Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Ackerman Capital Advisors, LLC holds 234,928 shares of SCHG stock, worth $23.1 Million. This represents 6.29% of its overall portfolio holdings.

Number of Shares
234,928
Previous 172,549 36.15%
Holding current value
$23.1 Million
Previous $16 Million 48.08%
% of portfolio
6.29%
Previous 4.43%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024

BUY
$87.04 - $101.61 $5.43 Million - $6.34 Million
62,379 Added 36.15%
234,928 $23.7 Million
Q1 2024

Apr 24, 2024

BUY
$80.6 - $93.32 $561,862 - $650,533
6,971 Added 4.21%
172,549 $16 Million
Q4 2023

Jan 19, 2024

BUY
$70.08 - $83.37 $1.4 Million - $1.67 Million
20,034 Added 13.76%
165,578 $13.7 Million
Q3 2023

Oct 30, 2023

BUY
$71.99 - $78.02 $4.19 Million - $4.54 Million
58,174 Added 66.58%
145,544 $10.6 Million
Q2 2023

Jul 21, 2023

SELL
$63.6 - $74.95 $468,096 - $551,632
-7,360 Reduced 7.77%
87,370 $6.55 Million
Q1 2023

May 11, 2023

SELL
$54.19 - $65.17 $160,510 - $193,033
-2,962 Reduced 3.03%
94,730 $6.17 Million
Q4 2022

Jan 12, 2023

SELL
$54.31 - $60.76 $1.13 Million - $1.26 Million
-20,780 Reduced 17.54%
97,692 $0
Q3 2022

Nov 09, 2022

SELL
N/A
-90,768 Reduced 43.38%
118,472 $6.61 Million
Q2 2022

Jul 22, 2022

SELL
N/A
-16,910 Reduced 7.48%
209,240 $12.1 Million
Q1 2022

Apr 19, 2022

BUY
N/A
158,929 Added 236.43%
226,150 $16.9 Million
Q4 2021

Feb 16, 2022

BUY
N/A
221 Added 0.33%
67,221 $11 Million
Q3 2021

Nov 03, 2021

SELL
N/A
-125 Reduced 0.19%
67,000 $9.92 Million
Q2 2021

Aug 12, 2021

SELL
N/A
-16,400 Reduced 19.63%
67,125 $9.8 Million
Q1 2021

Apr 29, 2021

SELL
N/A
-92,188 Reduced 52.47%
83,525 $10.8 Million
Q4 2020

Feb 01, 2021

SELL
N/A
-27,862 Reduced 13.69%
175,713 $22.6 Million
Q3 2020

Nov 02, 2020

BUY
N/A
25,568 Added 14.36%
203,575 $23.4 Million
Q2 2020

Aug 20, 2020

BUY
N/A
178,007 New
178,007 $18.1 Million
Q1 2020

Aug 14, 2020

SELL
N/A
-8,388 Closed
0 $0
Q4 2019

Feb 28, 2020

BUY
N/A
8,388 New
8,388 $779,000
Q4 2019

Jan 17, 2020

SELL
N/A
-10,997 Closed
0 $0
Q3 2019

Oct 09, 2019

SELL
N/A
-25 Reduced 0.23%
10,997 $924,000
Q2 2019

Jul 23, 2019

BUY
N/A
2,613 Added 31.07%
11,022 $917,000
Q1 2019

Apr 26, 2019

SELL
N/A
-324 Reduced 3.71%
8,409 $668,000
Q4 2018

Jan 29, 2019

BUY
N/A
8,733 New
8,733 $602,000
Q3 2018

Jan 07, 2019

SELL
N/A
-5,287 Closed
0 $0
Q1 2018

Apr 11, 2018

BUY
N/A
5,287 New
5,287 $374,000

Others Institutions Holding SCHG

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHG
  • Sector ETFs
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