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

Investments & Financial Planning, LLC

  • $154 Million
  • Q1 2025

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 9,458 shares of SCHG stock, worth $254,987. This represents 0.15% of its overall portfolio holdings.

Number of Shares
9,458
Previous 9,457 0.01%
Holding current value
$254,987
Previous $263,000 10.27%
% of portfolio
0.15%
Previous 0.16%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
BUY
$24.91 - $29.02 $24 - $29
1 Added 0.01%
9,458 $236,000
Q4 2024

Jan 27, 2025
BUY
$25.93 - $105.3 $183,921 - $746,892
7,093 Added 300.04%
9,457 $263,000
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
1,499
Shares Held
739M
Call Options Held
327K
Put Options Held
193K
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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