A detailed history of Gleason Group, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Gleason Group, Inc. holds 59,947 shares of SCHG stock, worth $6.13 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares
59,947
Previous 68,941 13.05%
Holding current value
$6.13 Million
Previous $6.39 Million 5.43%
% of portfolio
1.23%
Previous 1.34%

Shares

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

Jul 12, 2024

SELL
$87.04 - $101.61 $782,837 - $913,880
-8,994 Reduced 13.05%
59,947 $6.05 Million
Q1 2024

Apr 12, 2024

SELL
$80.6 - $93.32 $377,046 - $436,550
-4,678 Reduced 6.35%
68,941 $6.39 Million
Q4 2023

Jan 19, 2024

BUY
$70.08 - $83.37 $6,657 - $7,920
95 Added 0.13%
73,619 $6.11 Million
Q3 2023

Oct 12, 2023

SELL
$71.99 - $78.02 $39,378 - $42,676
-547 Reduced 0.74%
73,524 $5.35 Million
Q2 2023

Jul 20, 2023

BUY
$63.6 - $74.95 $5,724 - $6,745
90 Added 0.12%
74,071 $5.55 Million
Q1 2023

Apr 14, 2023

BUY
$54.19 - $65.17 $104,532 - $125,712
1,929 Added 2.68%
73,981 $4.82 Million
Q4 2022

Jan 11, 2023

BUY
$54.31 - $60.76 $3.91 Million - $4.38 Million
72,052 New
72,052 $0

Others Institutions Holding SCHG

About SCHWAB STRATEGIC TR US LARGE-C


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