A detailed history of Ethos Financial Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Ethos Financial Group, LLC holds 182,958 shares of SCHG stock, worth $5.07 Million. This represents 3.61% of its overall portfolio holdings.

Number of Shares
182,958
Previous 186,069 1.67%
Holding current value
$5.07 Million
Previous $18.8 Million 1.47%
% of portfolio
3.61%
Previous 3.31%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024

SELL
$92.63 - $105.69 $288,171 - $328,801
-3,111 Reduced 1.67%
182,958 $19.1 Million
Q2 2024

Aug 12, 2024

BUY
$87.04 - $101.61 $1.25 Million - $1.46 Million
14,333 Added 8.35%
186,069 $18.8 Million
Q1 2024

May 08, 2024

BUY
$80.6 - $93.32 $732,331 - $847,905
9,086 Added 5.59%
171,736 $15.9 Million
Q4 2023

Feb 07, 2024

BUY
$70.08 - $83.37 $1.26 Million - $1.5 Million
18,037 Added 12.47%
162,650 $13.5 Million
Q3 2023

Nov 13, 2023

BUY
$71.99 - $78.02 $10.4 Million - $11.3 Million
144,613 New
144,613 $10.5 Million

Others Institutions Holding SCHG

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
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