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 11,735 shares of SCHG stock, worth $323,416. This represents 0.34% of its overall portfolio holdings.

Number of Shares
11,735
Previous 4,728 148.2%
Holding current value
$323,416
Previous $476,000 156.72%
% of portfolio
0.34%
Previous 0.15%

Shares

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

Oct 21, 2024

BUY
$92.63 - $105.69 $649,058 - $740,569
7,007 Added 148.2%
11,735 $1.22 Million
Q2 2024

Jul 19, 2024

SELL
$87.04 - $101.61 $31,334 - $36,579
-360 Reduced 7.08%
4,728 $476,000
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
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