A detailed history of All Gen Financial Advisors, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, All Gen Financial Advisors, Inc. holds 138,710 shares of SCHG stock, worth $14.4 Million. This represents 5.31% of its overall portfolio holdings.

Number of Shares
138,710
Previous 140,770 1.46%
Holding current value
$14.4 Million
Previous $13.1 Billion 7.17%
% of portfolio
5.31%
Previous 5.31%

Shares

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

Aug 12, 2024

SELL
$87.04 - $101.61 $179,302 - $209,316
-2,060 Reduced 1.46%
138,710 $14 Billion
Q1 2024

Apr 23, 2024

SELL
$80.6 - $93.32 $981,869 - $1.14 Million
-12,182 Reduced 7.96%
140,770 $13.1 Billion
Q4 2023

Feb 06, 2024

BUY
$70.08 - $83.37 $6.89 Million - $8.2 Million
98,323 Added 179.98%
152,952 $12.7 Billion
Q3 2023

Oct 16, 2023

BUY
$71.99 - $78.02 $3.93 Million - $4.26 Million
54,629 New
54,629 $3.97 Billion

Others Institutions Holding SCHG

About SCHWAB STRATEGIC TR US LARGE-C


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