A detailed history of Affiance Financial, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Affiance Financial, LLC holds 3,706 shares of SCHG stock, worth $104,953. This represents 0.1% of its overall portfolio holdings.

Number of Shares
3,706
Previous 3,706 -0.0%
Holding current value
$104,953
Previous $373,000 3.49%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Aug 01, 2024

SELL
$87.04 - $101.61 $21,498 - $25,097
-247 Reduced 6.25%
3,706 $373,000
Q3 2023

Oct 11, 2023

SELL
$71.99 - $78.02 $24,332 - $26,370
-338 Reduced 7.88%
3,953 $287,000
Q2 2023

Jul 11, 2023

SELL
$63.6 - $74.95 $4,134 - $4,871
-65 Reduced 1.49%
4,291 $321,000
Q1 2023

Apr 18, 2023

SELL
$54.19 - $65.17 $1.26 Million - $1.52 Million
-23,296 Reduced 84.25%
4,356 $283,000
Q4 2022

Jan 20, 2023

BUY
$54.31 - $60.76 $1.5 Million - $1.68 Million
27,652 New
27,652 $0

Others Institutions Holding SCHG

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
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