A detailed history of Apella Capital, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Apella Capital, LLC holds 9,681 shares of SCHG stock, worth $266,130. This represents 0.04% of its overall portfolio holdings.

Number of Shares
9,681
Previous 9,681 -0.0%
Holding current value
$266,130
Previous $976,000 3.28%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Jul 10, 2024

BUY
$87.04 - $101.61 $582,297 - $679,770
6,690 Added 223.67%
9,681 $976,000
Q2 2023

Jul 06, 2023

BUY
$63.6 - $74.95 $190,227 - $224,175
2,991 New
2,991 $224,000
Q2 2022

Jul 08, 2022

SELL
$55.73 - $76.55 $162,954 - $223,832
-2,924 Closed
0 $0
Q1 2022

Apr 11, 2022

BUY
$65.63 - $82.62 $95,951 - $120,790
1,462 Added 100.0%
2,924 $0
Q3 2021

Jan 18, 2022

BUY
$73.24 - $78.94 $107,076 - $115,410
1,462 New
1,462 $217,000
Q3 2021

Oct 12, 2021

SELL
$73.24 - $78.94 $107,076 - $115,410
-1,462 Closed
0 $0
Q2 2021

Jan 18, 2022

BUY
$65.3 - $73.24 $95,468 - $107,076
1,462 New
1,462 $213,000

Others Institutions Holding SCHG

About SCHWAB STRATEGIC TR US LARGE-C


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