A detailed history of Financial Consulate, Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Financial Consulate, Inc holds 5,088 shares of SCHG stock, worth $513,073. This represents 0.15% of its overall portfolio holdings.

Number of Shares
5,088
Previous 4,739 7.36%
Holding current value
$513,073
Previous $393,000 19.85%
% of portfolio
0.15%
Previous 0.14%

Shares

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

Apr 22, 2024

BUY
$80.6 - $93.32 $28,129 - $32,568
349 Added 7.36%
5,088 $471,000
Q4 2023

Jan 31, 2024

BUY
$70.08 - $83.37 $70 - $83
1 Added 0.02%
4,739 $393,000
Q3 2023

Oct 23, 2023

BUY
$71.99 - $78.02 $341,088 - $369,658
4,738 New
4,738 $344,000

Others Institutions Holding SCHG

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
Track This Portfolio

Track Financial Consulate, Inc Portfolio

Follow Financial Consulate, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Consulate, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Financial Consulate, Inc with notifications on news.