A detailed history of Burney CO transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Burney CO holds 5,355 shares of SCHG stock, worth $552,796. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,355
Previous 5,726 6.48%
Holding current value
$552,796
Previous $475,000 4.42%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 22, 2024

SELL
$80.6 - $93.32 $29,902 - $34,621
-371 Reduced 6.48%
5,355 $496,000
Q4 2022

Feb 06, 2023

BUY
$54.31 - $60.76 $310,979 - $347,911
5,726 New
5,726 $318,000
Q2 2022

Aug 12, 2022

SELL
N/A
-3,288 Closed
0 $0
Q1 2022

May 09, 2022

BUY
N/A
1,644 Added 100.0%
3,288 $246,000
Q4 2020

Feb 11, 2021

BUY
N/A
1,644 New
1,644 $211,000

Others Institutions Holding SCHG

About SCHWAB STRATEGIC TR US LARGE-C


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