Dhjj Financial Advisors, Ltd. Schwab Strategic Tr Us Large C Transaction History

Dhjj Financial Advisors, Ltd.

$219 Million
Q1 2025

A detailed history of Dhjj Financial Advisors, Ltd. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Dhjj Financial Advisors, Ltd. holds 339,716 shares of SCHG stock, worth $8.64 Million. This represents 3.89% of its overall portfolio holdings.

Number of Shares

339,716

Previous 346,140 1.86%

Holding current value

$8.64 Million

Previous $9.65 Million 11.89%

% of portfolio

3.89%

Previous 4.21%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 18, 2025	SELL	$24.91 - $29.02 $160,021 - $186,424	-6,424 Reduced 1.86%	339,716 $8.5 Million
Q4 2024 Jan 29, 2025	BUY	$25.93 - $105.3 $6.72 Million - $27.3 Million	259,123 Added 297.78%	346,140 $9.65 Million
Q3 2024 Oct 22, 2024	BUY	$92.63 - $105.69 $66,137 - $75,462	714 Added 0.83%	87,017 $9.07 Million
Q2 2024 Jul 11, 2024	BUY	$87.04 - $101.61 $95,482 - $111,466	1,097 Added 1.29%	86,303 $8.7 Million
Q1 2024 Apr 11, 2024	BUY	$80.6 - $93.32 $222,375 - $257,469	2,759 Added 3.35%	85,206 $7.9 Million
Q4 2023 Jan 29, 2024	SELL	$70.08 - $83.37 $19,201 - $22,843	-274 Reduced 0.33%	82,447 $6.84 Million
Q3 2023 Oct 10, 2023	SELL	$71.99 - $78.02 $227,200 - $246,231	-3,156 Reduced 3.68%	82,721 $6.02 Million
Q2 2023 Jul 28, 2023	SELL	$63.6 - $74.95 $12,720 - $14,990	-200 Reduced 0.23%	85,877 $6.44 Million
Q1 2023 May 02, 2023	SELL	$54.19 - $65.17 $83,886 - $100,883	-1,548 Reduced 1.77%	86,077 $5.61 Million
Q4 2022 Feb 03, 2023	SELL	$54.31 - $60.76 $483,793 - $541,250	-8,908 Reduced 9.23%	87,625 $4.87 Million
Q3 2022 Nov 14, 2022	BUY	$55.81 - $69.25 $47,605 - $59,070	853 Added 0.89%	96,533 $5.34 Million
Q2 2022 Aug 04, 2022	BUY	$55.73 - $76.55 $209,823 - $288,210	3,765 Added 4.1%	95,680 $5.55 Million
Q1 2022 May 12, 2022	BUY	$65.63 - $82.62 $3.05 Million - $3.84 Million	46,443 Added 102.14%	91,915 $6.9 Million
Q4 2021 Jan 21, 2022	BUY	$73.11 - $83.4 $13,671 - $15,595	187 Added 0.41%	45,472 $7.45 Million
Q3 2021 Nov 01, 2021	BUY	$73.24 - $78.94 $26,952 - $29,049	368 Added 0.82%	45,285 $6.71 Million
Q2 2021 Aug 05, 2021	BUY	$65.3 - $73.24 $16,847 - $18,895	258 Added 0.58%	44,917 $6.56 Million
Q1 2021 May 05, 2021	BUY	$61.41 - $68.35 $34,880 - $38,822	568 Added 1.29%	44,659 $5.8 Million
Q4 2020 Feb 16, 2021	BUY	$55.95 - $64.38 $2.47 Million - $2.84 Million	44,091 New	44,091 $5.66 Million

Others Institutions Holding SCHG

# of Institutions

1,496

Shares Held

717M

Call Options Held

296K

Put Options Held

153K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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Dhjj Financial Advisors, Ltd. Schwab Strategic Tr Us Large C Transaction History