A detailed history of Financial Architects, Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Financial Architects, Inc holds 60,473 shares of SCHG stock, worth $6.31 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares
60,473
Previous 60,300 0.29%
Holding current value
$6.31 Million
Previous $3.93 Million 15.35%
% of portfolio
0.69%
Previous 0.64%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 09, 2023

BUY
$63.6 - $74.95 $11,002 - $12,966
173 Added 0.29%
60,473 $4.53 Million
Q1 2023

May 12, 2023

BUY
$54.19 - $65.17 $154,929 - $186,321
2,859 Added 4.98%
60,300 $3.93 Million
Q4 2022

Feb 06, 2023

BUY
$54.31 - $60.76 $127,248 - $142,360
2,343 Added 4.25%
57,441 $3.19 Million
Q3 2022

Nov 14, 2022

BUY
N/A
55,098 New
55,098 $3.08 Million
Q2 2022

Aug 11, 2022

SELL
N/A
-55,553 Closed
0 $0
Q1 2022

May 05, 2022

BUY
N/A
26,734 Added 92.77%
55,553 $4.16 Million
Q4 2021

Feb 14, 2022

BUY
N/A
501 Added 1.77%
28,819 $4.72 Million
Q3 2021

Nov 12, 2021

BUY
N/A
484 Added 1.74%
28,318 $4.19 Million
Q2 2021

Aug 10, 2021

BUY
N/A
996 Added 3.71%
27,834 $4.06 Million
Q1 2021

May 17, 2021

BUY
N/A
1,242 Added 4.85%
26,838 $3.48 Million
Q4 2020

Feb 17, 2021

BUY
N/A
747 Added 3.01%
25,596 $3.29 Million
Q3 2020

Nov 09, 2020

SELL
N/A
-791 Reduced 3.09%
24,849 $2.86 Million
Q2 2020

Aug 11, 2020

BUY
N/A
1,185 Added 4.85%
25,640 $2.6 Million
Q1 2020

May 07, 2020

SELL
N/A
-1,438 Reduced 5.55%
24,455 $1.95 Million
Q4 2019

Feb 14, 2020

BUY
N/A
1,021 Added 4.11%
25,893 $2.41 Million
Q3 2019

Nov 06, 2019

SELL
N/A
-60 Reduced 0.24%
24,872 $2.09 Million
Q2 2019

Aug 14, 2019

BUY
N/A
1,326 Added 5.62%
24,932 $2.08 Million
Q1 2019

May 13, 2019

BUY
N/A
17,141 Added 265.14%
23,606 $1.88 Million
Q1 2019

May 03, 2019

SELL
N/A
-14,625 Reduced 69.35%
6,465 $514,000
Q4 2018

Feb 01, 2019

SELL
N/A
-4,159 Reduced 16.47%
21,090 $1.45 Million
Q3 2018

Oct 29, 2018

BUY
N/A
1,893 Added 8.1%
25,249 $2.07 Million
Q2 2018

Aug 03, 2018

BUY
N/A
185 Added 0.8%
23,356 $1.77 Million
Q1 2018

Apr 23, 2018

BUY
N/A
6,521 Added 39.17%
23,171 $1.66 Million
Q4 2017

Feb 12, 2018

BUY
N/A
5,392 Added 47.89%
16,650 $1.18 Million
Q3 2017

Nov 01, 2017

BUY
N/A
10,349 Added 1138.5%
11,258 $744,000
Q3 2017

Oct 23, 2017

BUY
N/A
909
909 $60,000

Others Institutions Holding SCHG

About SCHWAB STRATEGIC TR US LARGE-C


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