A detailed history of Genesee Capital Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Genesee Capital Advisors, LLC holds 26,350 shares of SCHG stock, worth $749,657. This represents 0.35% of its overall portfolio holdings.

Number of Shares
26,350
Holding current value
$749,657
% of portfolio
0.35%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025

BUY
$25.93 - $105.3 $683,255 - $2.77 Million
26,350 New
26,350 $734,000
Q2 2020

Jul 20, 2020

SELL
$37.99 - $51.32 $385,256 - $520,436
-10,141 Closed
0 $0
Q1 2020

Apr 16, 2020

SELL
$34.6 - $51.17 $89,233 - $131,967
-2,579 Reduced 20.28%
10,141 $807,000
Q4 2019

Jan 14, 2020

BUY
$40.97 - $46.72 $11,635 - $13,268
284 Added 2.28%
12,720 $0
Q3 2019

Oct 15, 2019

BUY
$41.7 - $42.86 $16,638 - $17,101
399 Added 3.31%
12,436 $1.04 Million
Q2 2019

Jul 19, 2019

BUY
N/A
11,881 Added 7616.03%
12,037 $1 Million
Q1 2019

May 15, 2019

BUY
N/A
156 New
156 $12,000

Others Institutions Holding SCHG

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
Track This Portfolio

Track Genesee Capital Advisors, LLC Portfolio

Follow Genesee Capital Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Genesee Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Genesee Capital Advisors, LLC with notifications on news.