Elser Financial Planning, Inc Schwab Strategic Tr Us Large C Transaction History

Elser Financial Planning, Inc

  • $1.67 Trillion
  • Q2 2025

A detailed history of Elser Financial Planning, Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Elser Financial Planning, Inc holds 32,131 shares of SCHG stock, worth $1.02 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
32,131
Previous 21,184 51.68%
Holding current value
$1.02 Million
Previous $530 Million 78.51%
% of portfolio
0.06%
Previous 0.73%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 21, 2025
SELL
$22.27 - $29.21 $423 - $554
-19 Reduced 0.06%
32,112 $938 Million
Q2 2025

Jul 17, 2025
BUY
$22.27 - $29.21 $243,789 - $319,761
10,947 Added 51.68%
32,131 $947 Million
Q4 2024

Jan 28, 2025
BUY
$25.93 - $105.3 $411,975 - $1.67 Million
15,888 Added 300.0%
21,184 $590 Million
Q3 2024

Oct 17, 2024
BUY
$92.63 - $105.69 $490,568 - $559,734
5,296 New
5,296 $552 Million

Others Institutions Holding SCHG

# of Institutions
1,617
Shares Held
816M
Call Options Held
606K
Put Options Held
163K
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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