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

Founders Financial Securities LLC

  • $1.06 Billion
  • Q3 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 45,692 shares of SCHG stock, worth $1.29 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
45,692
Previous 42,399 7.77%
Holding current value
$1.29 Million
Previous $4.28 Million 11.35%
% of portfolio
0.45%
Previous 0.41%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,314
Shares Held
181M
Call Options Held
140K
Put Options Held
91.5K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
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