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

Investments & Financial Planning, LLC

  • $158 Million
  • Q3 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 2,364 shares of SCHG stock, worth $64,986. This represents 0.16% of its overall portfolio holdings.

Number of Shares
2,364
Previous 2,363 0.04%
Holding current value
$64,986
Previous $238,000 3.36%
% of portfolio
0.16%
Previous 0.16%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
BUY
$92.63 - $105.69 $92 - $105
1 Added 0.04%
2,364 $246,000
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
1,309
Shares Held
181M
Call Options Held
140K
Put Options Held
91.5K
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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