Founders Financial Securities LLC Schwab Strategic Tr Us Large C Transaction History

Founders Financial Securities LLC

$1.08 Billion
Q4 2024

A detailed history of Founders Financial Securities LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Founders Financial Securities LLC holds 226,129 shares of SCHG stock, worth $6.33 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares

226,129

Previous 45,692 394.9%

Holding current value

$6.33 Million

Previous $4.76 Million 32.39%

% of portfolio

0.58%

Previous 0.45%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$25.93 - $105.3 $4.68 Million - $19 Million	180,437 Added 394.9%	226,129 $6.3 Million
Q3 2024 Nov 12, 2024	BUY	$92.63 - $105.69 $305,030 - $348,037	3,293 Added 7.77%	45,692 $4.76 Million
Q2 2024 Aug 02, 2024	BUY	$87.04 - $101.61 $828,098 - $966,717	9,514 Added 28.93%	42,399 $4.28 Million
Q1 2024 Apr 17, 2024	BUY	$80.6 - $93.32 $358,347 - $414,900	4,446 Added 15.63%	32,885 $3.05 Million
Q4 2023 Feb 06, 2024	BUY	$70.08 - $83.37 $815,871 - $970,593	11,642 Added 69.31%	28,439 $2.36 Million
Q3 2023 Oct 17, 2023	BUY	$71.99 - $78.02 $630,200 - $682,987	8,754 Added 108.84%	16,797 $1.22 Million
Q2 2023 Aug 11, 2023	BUY	$63.6 - $74.95 $202,375 - $238,490	3,182 Added 65.46%	8,043 $602,000
Q1 2023 May 04, 2023	SELL	$54.19 - $65.17 $40,642 - $48,877	-750 Reduced 13.37%	4,861 $316,000
Q4 2022 Feb 08, 2023	BUY	$54.31 - $60.76 $48,661 - $54,440	896 Added 19.0%	5,611 $311,000
Q3 2022 Oct 27, 2022	BUY	$55.81 - $69.25 $44,201 - $54,846	792 Added 20.19%	4,715 $263,000
Q2 2022 Jul 27, 2022	BUY	$55.73 - $76.55 $218,628 - $300,305	3,923 New	3,923 $228,000

Others Institutions Holding SCHG

# of Institutions

1,461

Shares Held

2.26B

Call Options Held

296K

Put Options Held

153K

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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Founders Financial Securities LLC Schwab Strategic Tr Us Large C Transaction History