A detailed history of Copley Financial Group, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Copley Financial Group, Inc. holds 12,850 shares of SCHG stock, worth $387,813. This represents 0.27% of its overall portfolio holdings.

Number of Shares
12,850
Previous 2,664 382.36%
Holding current value
$387,813
Previous $278 Million 29.04%
% of portfolio
0.27%
Previous 0.25%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Jul 08, 2025

SELL
$24.91 - $29.02 $54,702 - $63,727
-2,196 Reduced 17.09%
10,654 $267 Million
Q1 2025

Jun 27, 2025

BUY
$24.91 - $29.02 $253,733 - $295,597
10,186 Added 382.36%
12,850 $358 Million
Q3 2024

Dec 09, 2024

BUY
$92.63 - $105.69 $246,766 - $281,558
2,664 New
2,664 $278 Million

Others Institutions Holding SCHG

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
Track This Portfolio

Track Copley Financial Group, Inc. Portfolio

Follow Copley Financial Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Copley Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Copley Financial Group, Inc. with notifications on news.