Investments & Financial Planning, LLC Schwab Strategic Tr Us Large C Transaction History

Investments & Financial Planning, LLC

  • $149 Million
  • Q2 2024

A detailed history of Investments & Financial Planning, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Investments & Financial Planning, LLC holds 2,363 shares of SCHG stock, worth $245,917. This represents 0.16% of its overall portfolio holdings.

Number of Shares
2,363
Previous 2,363 -0.0%
Holding current value
$245,917
Previous $219,000 8.68%
% of portfolio
0.16%
Previous 0.15%

Shares

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

May 03, 2024
BUY
$80.6 - $93.32 $190,457 - $220,515
2,363 New
2,363 $219,000

Others Institutions Holding SCHG

# of Institutions
1,255
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
  • Industry ETFs
More about SCHG
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