Financial Counselors Inc Schwab Strategic Tr Us Large C Transaction History

Financial Counselors Inc

  • $70.7 Billion
  • Q2 2025

A detailed history of Financial Counselors Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Financial Counselors Inc holds 742,682 shares of SCHG stock, worth $22.7 Million. This represents 30.69% of its overall portfolio holdings.

Number of Shares
742,682
Previous 2,001,404 62.89%
Holding current value
$22.7 Million
Previous $50.1 Million 43187.92%
% of portfolio
30.69%
Previous 0.77%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 01, 2025
SELL
$22.27 - $29.21 $28 Million - $36.8 Million
-1,258,722 Reduced 62.89%
742,682 $21.7 Billion
Q1 2025

Apr 29, 2025
BUY
$24.91 - $29.02 $373,450 - $435,067
14,992 Added 0.75%
2,001,404 $50.1 Million
Q4 2024

Feb 11, 2025
BUY
$25.93 - $105.3 $38.7 Million - $157 Million
1,493,057 Added 302.63%
1,986,412 $55.4 Million
Q3 2024

Nov 13, 2024
SELL
$92.63 - $105.69 $372,743 - $425,296
-4,024 Reduced 0.81%
493,355 $51.4 Million
Q2 2024

Aug 01, 2024
SELL
$87.04 - $101.61 $463,400 - $540,971
-5,324 Reduced 1.06%
497,379 $50.2 Million
Q1 2024

May 02, 2024
SELL
$80.6 - $93.32 $3.91 Million - $4.53 Million
-48,540 Reduced 8.81%
502,703 $46.6 Million
Q4 2023

Jan 26, 2024
BUY
$70.08 - $83.37 $1.79 Million - $2.13 Million
25,560 Added 4.86%
551,243 $45.7 Million
Q3 2023

Nov 07, 2023
SELL
$71.99 - $78.02 $1.02 Million - $1.11 Million
-14,198 Reduced 2.63%
525,683 $38.2 Million
Q2 2023

Jul 27, 2023
SELL
$63.6 - $74.95 $2.17 Million - $2.55 Million
-34,042 Reduced 5.93%
539,881 $40.5 Million
Q1 2023

May 02, 2023
SELL
$54.19 - $65.17 $2.69 Million - $3.24 Million
-49,690 Reduced 7.97%
573,923 $37.4 Million
Q4 2022

Feb 14, 2023
BUY
$54.31 - $60.76 $4.88 Million - $5.46 Million
89,780 Added 16.82%
623,613 $34.6 Million
Q3 2022

Nov 01, 2022
BUY
$55.81 - $69.25 $371,192 - $460,581
6,651 Added 1.26%
533,833 $29.8 Million
Q2 2022

Aug 02, 2022
SELL
$55.73 - $76.55 $353,161 - $485,097
-6,337 Reduced 1.19%
527,182 $30.6 Million
Q1 2022

Apr 28, 2022
BUY
$65.63 - $82.62 $16.8 Million - $21.2 Million
256,697 Added 92.73%
533,519 $39.9 Million
Q4 2021

Feb 10, 2022
SELL
$73.11 - $83.4 $270,360 - $308,413
-3,698 Reduced 1.32%
276,822 $45.3 Million
Q3 2021

Oct 26, 2021
SELL
$73.24 - $78.94 $196,283 - $211,559
-2,680 Reduced 0.95%
280,520 $41.5 Million
Q2 2021

Aug 03, 2021
SELL
$65.3 - $73.24 $650,779 - $729,909
-9,966 Reduced 3.4%
283,200 $41.3 Million
Q1 2021

Apr 29, 2021
SELL
$61.41 - $68.35 $988,393 - $1.1 Million
-16,095 Reduced 5.2%
293,166 $38 Million
Q4 2020

Feb 10, 2021
SELL
$55.95 - $64.38 $488,891 - $562,552
-8,738 Reduced 2.75%
309,261 $39.7 Million
Q3 2020

Nov 16, 2020
SELL
$51.42 - $61.56 $1.47 Million - $1.76 Million
-28,670 Reduced 8.27%
317,999 $36.6 Million
Q2 2020

Aug 07, 2020
SELL
$37.99 - $51.32 $93,797 - $126,709
-2,469 Reduced 0.71%
346,669 $35.2 Million
Q1 2020

Apr 23, 2020
BUY
$34.6 - $51.17 $831,957 - $1.23 Million
24,045 Added 7.4%
349,138 $27.8 Million
Q4 2019

Jan 31, 2020
BUY
$40.97 - $46.72 $927,069 - $1.06 Million
22,628 Added 7.48%
325,093 $30.2 Million
Q3 2019

Nov 08, 2019
BUY
$41.7 - $42.86 $1.25 Million - $1.28 Million
29,862 Added 10.95%
302,465 $25.4 Million
Q2 2019

Aug 14, 2019
BUY
N/A
473 Added 0.17%
272,603 $22.7 Million
Q1 2019

May 10, 2019
SELL
N/A
-6,338 Reduced 2.28%
272,130 $21.6 Million
Q4 2018

Feb 01, 2019
BUY
N/A
18,348 Added 7.05%
278,468 $19.2 Million
Q3 2018

Oct 30, 2018
SELL
N/A
-2,476,990 Reduced 90.5%
260,120 $21.3 Million
Q2 2018

Aug 03, 2018
BUY
N/A
2,450,589 Added 855.29%
2,737,110 $20.7 Million
Q1 2018

Apr 26, 2018
BUY
N/A
5,826 Added 2.08%
286,521 $20.5 Million
Q4 2017

Feb 12, 2018
SELL
N/A
-41,054 Reduced 12.76%
280,695 $19.8 Million
Q3 2017

Nov 13, 2017
SELL
N/A
-130 Reduced 0.04%
321,749 $21.3 Million
Q2 2017

Aug 10, 2017
BUY
N/A
321,879
321,879 $20.3 Million

Others Institutions Holding SCHG

# of Institutions
1,600
Shares Held
810M
Call Options Held
606K
Put Options Held
163K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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