Dfpg Investments, LLC Schwab Strategic Tr Us Large C Transaction History

Dfpg Investments, LLC

$1.29 Billion
Q4 2023

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 10, 2023	SELL	$44.78 - $49.41 $17,419 - $19,220	-389 Reduced 1.88%	20,301 $981,000
Q4 2022 Feb 02, 2023	BUY	$42.25 - $48.16 $57,713 - $65,786	1,366 Added 7.07%	20,690 $934,000
Q3 2022 Oct 24, 2022	SELL	$42.35 - $51.01 $285,311 - $343,654	-6,737 Reduced 25.85%	19,324 $854,000
Q2 2022 Aug 01, 2022	BUY	$43.35 - $54.51 $329,936 - $414,875	7,611 Added 41.25%	26,061 $1.18 Million
Q1 2022 Apr 22, 2022	BUY	$49.51 - $57.27 $427,419 - $494,411	8,633 Added 87.94%	18,450 $961,000
Q4 2021 Jan 31, 2022	BUY	$51.9 - $57.29 $14,635 - $16,155	282 Added 2.96%	9,817 $1.05 Million
Q3 2021 Oct 19, 2021	BUY	$51.52 - $54.94 $212,520 - $226,627	4,125 Added 76.25%	9,535 $1.03 Million
Q2 2021 Jul 21, 2021	BUY	$48.62 - $52.01 $263,034 - $281,374	5,410 New	5,410 $571,000

Others Institutions Holding SCHX

# of Institutions

1,353

Shares Held

349M

Call Options Held

34.3K

Put Options Held

1.2K

About SCHWAB STRATEGIC TR US LARGE-C

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