Ethos Financial Group, LLC Schwab Strategic Tr Us Large C Transaction History

Ethos Financial Group, LLC

  • $529 Million
  • Q1 2024

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 171,736 shares of SCHG stock, worth $18.2 Million. This represents 3.01% of its overall portfolio holdings.

Number of Shares
171,736
Previous 162,650 5.59%
Holding current value
$18.2 Million
Previous $13.5 Million 18.01%
% of portfolio
3.01%
Previous 2.87%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

# of Institutions
1,191
Shares Held
165M
Call Options Held
148K
Put Options Held
24.3K
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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