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 12,243 shares of SCHG stock, worth $1.18 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares
12,243
Previous 12,323 0.65%
Holding current value
$1.18 Million
Previous $1.14 Billion 8.05%
% of portfolio
0.87%
Previous 0.91%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
  • Industry ETFs
More about SCHG
Track This Portfolio

Track Jbr CO Financial Management Inc Portfolio

Follow Jbr CO Financial Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jbr CO Financial Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Jbr CO Financial Management Inc with notifications on news.