Evensky & Katz LLC Schwab Strategic Tr Us Large C Transaction History

Evensky & Katz LLC

  • $1.42 Billion
  • Q1 2024

A detailed history of Evensky & Katz LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Evensky & Katz LLC holds 5,624 shares of SCHG stock, worth $587,033. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,624
Previous 5,694 1.23%
Holding current value
$587,033
Previous $472,000 10.38%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Apr 08, 2024
SELL
$80.6 - $93.32 $5,642 - $6,532
-70 Reduced 1.23%
5,624 $521,000
Q3 2023

Oct 10, 2023
SELL
$71.99 - $78.02 $1,439 - $1,560
-20 Reduced 0.35%
5,694 $414,000
Q2 2023

Jul 24, 2023
SELL
$63.6 - $74.95 $47,382 - $55,837
-745 Reduced 11.53%
5,714 $428,000
Q1 2023

Apr 20, 2023
BUY
$54.19 - $65.17 $40,425 - $48,616
746 Added 13.06%
6,459 $421,000
Q1 2022

Apr 28, 2022
BUY
N/A
2,850 Added 99.55%
5,713 $427,000
Q1 2020

May 01, 2020
SELL
N/A
-701 Reduced 19.67%
2,863 $228,000
Q4 2019

Feb 13, 2020
SELL
N/A
-140 Reduced 3.78%
3,564 $331,000
Q3 2019

Nov 07, 2019
BUY
N/A
3 Added 0.08%
3,704 $311,000
Q2 2019

Aug 06, 2019
SELL
N/A
-15 Reduced 0.4%
3,701 $308,000
Q1 2019

May 07, 2019
BUY
N/A
9 Added 0.24%
3,716 $295,000
Q4 2018

Jan 29, 2019
BUY
N/A
5 Added 0.14%
3,707 $255,000
Q3 2018

Nov 15, 2018
BUY
N/A
2 Added 0.05%
3,702 $303,000
Q1 2018

May 04, 2018
SELL
N/A
-996 Reduced 21.21%
3,700 $265,000
Q4 2017

Jan 30, 2018
BUY
N/A
466 Added 11.02%
4,696 $332,000
Q3 2017

Nov 07, 2017
BUY
N/A
4,230
4,230 $279,000

Others Institutions Holding SCHG

# of Institutions
1,188
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
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  • Industry ETFs
More about SCHG
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