A detailed history of Gilbert & Cook, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Gilbert & Cook, Inc. holds 10,613 shares of SCHG stock, worth $294,404. This represents 0.15% of its overall portfolio holdings.

Number of Shares
10,613
Previous 10,613 -0.0%
Holding current value
$294,404
Previous $1.07 Million 3.27%
% of portfolio
0.15%
Previous 0.16%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 02, 2024

BUY
$80.6 - $93.32 $16,200 - $18,757
201 Added 1.93%
10,613 $984,000
Q4 2023

Feb 05, 2024

SELL
$70.08 - $83.37 $44,290 - $52,689
-632 Reduced 5.72%
10,412 $863,000
Q3 2023

Nov 02, 2023

BUY
$71.99 - $78.02 $287,096 - $311,143
3,988 Added 56.52%
11,044 $803,000
Q2 2023

Aug 14, 2023

BUY
$63.6 - $74.95 $448,761 - $528,847
7,056 New
7,056 $528,000

Others Institutions Holding SCHG

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
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