A detailed history of Jbr CO Financial Management Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Jbr CO Financial Management Inc holds 11,707 shares of SCHG stock, worth $325,337. This represents 0.8% of its overall portfolio holdings.

Number of Shares
11,707
Previous 12,243 4.38%
Holding current value
$325,337
Previous $1.23 Billion 1.21%
% of portfolio
0.8%
Previous 0.87%

Shares

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

Oct 10, 2024

SELL
$92.63 - $105.69 $49,649 - $56,649
-536 Reduced 4.38%
11,707 $1.22 Billion
Q2 2024

Jul 15, 2024

SELL
$87.04 - $101.61 $6,963 - $8,128
-80 Reduced 0.65%
12,243 $1.23 Billion
Q1 2024

May 09, 2024

SELL
$80.6 - $93.32 $116,386 - $134,754
-1,444 Reduced 10.49%
12,323 $1.14 Billion
Q4 2023

Apr 18, 2024

BUY
$70.08 - $83.37 $964,791 - $1.15 Million
13,767 New
13,767 $1.14 Billion

Others Institutions Holding SCHG

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHG
  • Sector ETFs
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