Dowling & Yahnke LLC Schwab Strategic Tr Us Large C Transaction History

Dowling & Yahnke LLC

  • $215 Million
  • Q3 2022

A detailed history of Dowling & Yahnke LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Dowling & Yahnke LLC holds 7,501 shares of SCHG stock, worth $212,353. This represents 0.2% of its overall portfolio holdings.

Number of Shares
7,501
Previous 7,619 1.55%
Holding current value
$212,353
Previous $442,000 5.2%
% of portfolio
0.2%
Previous 0.02%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 02, 2022
SELL
$55.81 - $69.25 $6,585 - $8,171
-118 Reduced 1.55%
7,501 $419,000
Q2 2022

Aug 10, 2022
BUY
$55.73 - $76.55 $16,328 - $22,429
293 Added 4.0%
7,619 $442,000
Q1 2022

May 04, 2022
BUY
$65.63 - $82.62 $110,783 - $139,462
1,688 Added 29.94%
7,326 $548,000
Q4 2021

Feb 10, 2022
BUY
$73.11 - $83.4 $154,993 - $176,808
2,120 Added 60.26%
5,638 $923,000
Q1 2021

Apr 29, 2021
BUY
$61.41 - $68.35 $14,001 - $15,583
228 Added 6.93%
3,518 $457,000
Q4 2020

Jan 28, 2021
BUY
$55.95 - $64.38 $184,075 - $211,810
3,290 New
3,290 $422,000
Q1 2018

May 01, 2018
SELL
N/A
-14,138 Closed
0 $0
Q4 2017

Feb 02, 2018
BUY
N/A
14,138
14,138 $1 Million

Others Institutions Holding SCHG

# of Institutions
1,314
Shares Held
181M
Call Options Held
140K
Put Options Held
91.5K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
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