A detailed history of Bigelow Investment Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Bigelow Investment Advisors, LLC holds 40,627 shares of SCHG stock, worth $1.1 Million. This represents 1.9% of its overall portfolio holdings.

Number of Shares
40,627
Previous 38,959 4.28%
Holding current value
$1.1 Million
Previous $3.93 Million 7.74%
% of portfolio
1.9%
Previous 1.88%

Shares

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

Oct 18, 2024

BUY
$92.63 - $105.69 $154,506 - $176,290
1,668 Added 4.28%
40,627 $4.23 Million
Q2 2024

Aug 08, 2024

BUY
$87.04 - $101.61 $401,080 - $468,218
4,608 Added 13.41%
38,959 $3.93 Million
Q1 2024

May 08, 2024

BUY
$80.6 - $93.32 $6,286 - $7,278
78 Added 0.23%
34,351 $3.19 Million
Q4 2023

Jan 31, 2024

BUY
$70.08 - $83.37 $135,604 - $161,320
1,935 Added 5.98%
34,273 $2.84 Million
Q3 2023

Oct 31, 2023

SELL
$71.99 - $78.02 $39,162 - $42,442
-544 Reduced 1.65%
32,338 $2.35 Million
Q2 2023

Jul 25, 2023

BUY
$63.6 - $74.95 $203,392 - $239,690
3,198 Added 10.77%
32,882 $2.46 Million
Q1 2023

May 09, 2023

SELL
$54.19 - $65.17 $61,668 - $74,163
-1,138 Reduced 3.69%
29,684 $1.93 Million
Q4 2022

Jan 26, 2023

BUY
$54.31 - $60.76 $197,851 - $221,348
3,643 Added 13.4%
30,822 $0
Q3 2022

Nov 10, 2022

SELL
$55.81 - $69.25 $278,045 - $345,003
-4,982 Reduced 15.49%
27,179 $1.52 Million
Q2 2022

Jul 18, 2022

SELL
$55.73 - $76.55 $99,868 - $137,177
-1,792 Reduced 5.28%
32,161 $1.87 Million
Q1 2022

Apr 29, 2022

BUY
$65.63 - $82.62 $799,045 - $1.01 Million
12,175 Added 55.91%
33,953 $2.54 Million
Q4 2021

Feb 11, 2022

BUY
$73.11 - $83.4 $31,802 - $36,279
435 Added 2.04%
21,778 $3.57 Million
Q3 2021

Nov 04, 2021

BUY
$73.24 - $78.94 $195,697 - $210,927
2,672 Added 14.31%
21,343 $3.16 Million
Q1 2021

May 06, 2021

SELL
$61.41 - $68.35 $1,289 - $1,435
-21 Reduced 0.11%
18,671 $2.42 Million
Q4 2020

Feb 12, 2021

BUY
$55.95 - $64.38 $105,353 - $121,227
1,883 Added 11.2%
18,692 $2.4 Million
Q3 2020

Nov 10, 2020

BUY
$51.42 - $61.56 $15,477 - $18,529
301 Added 1.82%
16,809 $1.94 Million
Q2 2020

Aug 11, 2020

BUY
$37.99 - $51.32 $627,138 - $847,190
16,508 New
16,508 $1.68 Million

Others Institutions Holding SCHG

About SCHWAB STRATEGIC TR US LARGE-C


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