Integrated Investment Consultants, LLC Schwab Strategic Tr Us Large C Transaction History

Integrated Investment Consultants, LLC

  • $343 Million
  • Q2 2024

A detailed history of Integrated Investment Consultants, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Integrated Investment Consultants, LLC holds 70,933 shares of SCHG stock, worth $6.98 Million. This represents 2.09% of its overall portfolio holdings.

Number of Shares
70,933
Previous 70,933 -0.0%
Holding current value
$6.98 Million
Previous $6.58 Million 8.76%
% of portfolio
2.09%
Previous 1.92%

Shares

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

Apr 18, 2024
SELL
$80.6 - $93.32 $138,954 - $160,883
-1,724 Reduced 2.37%
70,933 $6.58 Million
Q3 2023

May 28, 2024
BUY
$71.99 - $78.02 $124,110 - $134,506
1,724 Added 2.43%
72,657 $5.28 Million
Q3 2023

Oct 17, 2023
SELL
$71.99 - $78.02 $292,279 - $316,761
-4,060 Reduced 5.29%
72,657 $5.28 Million
Q2 2023

Jul 18, 2023
BUY
$63.6 - $74.95 $203,520 - $239,840
3,200 Added 4.35%
76,717 $5.75 Million
Q4 2022

Feb 13, 2023
BUY
$54.31 - $60.76 $3.72 Million - $4.16 Million
68,417 Added 1341.51%
73,517 $4.08 Million
Q1 2022

May 16, 2022
BUY
N/A
2,000 Added 64.52%
5,100 $382,000
Q4 2020

Feb 09, 2021
SELL
N/A
-2,300 Reduced 42.59%
3,100 $398,000
Q1 2020

May 22, 2020
SELL
N/A
-2,000 Reduced 27.03%
5,400 $430,000
Q4 2018

Feb 04, 2019
BUY
N/A
7,400 New
7,400 $510,000

Others Institutions Holding SCHG

# of Institutions
1,254
Shares Held
169M
Call Options Held
87.2K
Put Options Held
25.8K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
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More about SCHG
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