Advance Capital Management, Inc. Schwab Strategic Tr Us Large C Transaction History

Advance Capital Management, Inc.

  • $1.69 Billion
  • Q3 2024

A detailed history of Advance Capital Management, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Advance Capital Management, Inc. holds 399,237 shares of SCHG stock, worth $11.3 Million. This represents 2.46% of its overall portfolio holdings.

Number of Shares
399,237
Previous 505,126 20.96%
Holding current value
$11.3 Million
Previous $50.9 Million 18.34%
% of portfolio
2.46%
Previous 2.96%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024
SELL
$92.63 - $105.69 $9.81 Million - $11.2 Million
-105,889 Reduced 20.96%
399,237 $41.6 Million
Q2 2024

Jul 08, 2024
BUY
$87.04 - $101.61 $1.07 Million - $1.25 Million
12,255 Added 2.49%
505,126 $50.9 Million
Q1 2024

Apr 04, 2024
BUY
$80.6 - $93.32 $39.3 Million - $45.5 Million
487,140 Added 8500.09%
492,871 $45.7 Million
Q4 2023

Jan 10, 2024
BUY
$70.08 - $83.37 $401,628 - $477,793
5,731 New
5,731 $475,000

Others Institutions Holding SCHG

# of Institutions
1,314
Shares Held
181M
Call Options Held
140K
Put Options Held
91.5K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
Track This Portfolio

Track Advance Capital Management, Inc. Portfolio

Follow Advance Capital Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Advance Capital Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Advance Capital Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email