A detailed history of First Pacific Financial transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, First Pacific Financial holds 2,235 shares of SCHG stock, worth $231,590. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,235
Previous 2,522 11.38%
Holding current value
$231,590
Previous $233,000 3.43%
% of portfolio
0.07%
Previous 0.08%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024

SELL
$87.04 - $101.61 $24,980 - $29,162
-287 Reduced 11.38%
2,235 $225,000
Q1 2024

Apr 24, 2024

BUY
$80.6 - $93.32 $241 - $279
3 Added 0.12%
2,522 $233,000
Q4 2023

Jan 17, 2024

SELL
$70.08 - $83.37 $17,590 - $20,925
-251 Reduced 9.06%
2,519 $208,000
Q3 2023

Oct 23, 2023

BUY
$71.99 - $78.02 $215 - $234
3 Added 0.11%
2,770 $201,000
Q2 2023

Aug 08, 2023

SELL
$63.6 - $74.95 $59,020 - $69,553
-928 Reduced 25.12%
2,767 $207,000
Q1 2023

Apr 21, 2023

SELL
$54.19 - $65.17 $75,486 - $90,781
-1,393 Reduced 27.38%
3,695 $240,000
Q4 2022

Jan 27, 2023

BUY
$54.31 - $60.76 $276,329 - $309,146
5,088 New
5,088 $0

Others Institutions Holding SCHG

About SCHWAB STRATEGIC TR US LARGE-C


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