A detailed history of Econ Financial Services Corp transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Econ Financial Services Corp holds 5,274 shares of SCHG stock, worth $551,080. This represents 0.31% of its overall portfolio holdings.

Number of Shares
5,274
Previous 5,511 4.3%
Holding current value
$551,080
Previous $457,000 7.0%
% of portfolio
0.31%
Previous 0.32%

Shares

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

May 15, 2024

SELL
$80.6 - $93.32 $19,102 - $22,116
-237 Reduced 4.3%
5,274 $489,000
Q4 2023

Feb 07, 2024

SELL
$70.08 - $83.37 $140 - $166
-2 Reduced 0.04%
5,511 $457,000
Q3 2023

Nov 09, 2023

BUY
$71.99 - $78.02 $396,880 - $430,124
5,513 New
5,513 $400,000
Q2 2022

Jul 19, 2022

BUY
N/A
68,258 New
68,258 $3.96 Million

Others Institutions Holding SCHG

About SCHWAB STRATEGIC TR US LARGE-C


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