A detailed history of American Financial & Tax Strategies Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, American Financial & Tax Strategies Inc holds 3,469 shares of SCHG stock, worth $90,679. This represents 0.19% of its overall portfolio holdings.

Number of Shares
3,469
Previous 3,792 8.52%
Holding current value
$90,679
Previous $382,000 5.5%
% of portfolio
0.19%
Previous 0.21%

Shares

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

Oct 28, 2024

SELL
$92.63 - $105.69 $29,919 - $34,137
-323 Reduced 8.52%
3,469 $361,000
Q2 2024

Aug 08, 2024

SELL
$87.04 - $101.61 $14,622 - $17,070
-168 Reduced 4.24%
3,792 $382,000
Q1 2024

Aug 02, 2024

BUY
$80.6 - $93.32 $319,176 - $369,547
3,960 New
3,960 $367,000
Q4 2023

Aug 06, 2024

BUY
$70.08 - $83.37 $7.59 Million - $9.03 Million
108,261 Added 2733.86%
112,221 $3.79 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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