Jfs Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Jfs Wealth Advisors, LLC

  • $1.56 Billion
  • Q2 2025

A detailed history of Jfs Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 214,541 shares of SCHG stock, worth $6.85 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares
214,541
Previous 215,359 0.38%
Holding current value
$6.85 Million
Previous $5.39 Million 16.21%
% of portfolio
0.4%
Previous 0.37%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
SELL
$22.27 - $29.21 $18,216 - $23,893
-818 Reduced 0.38%
214,541 $6.27 Million
Q1 2025

Apr 22, 2025
SELL
$24.91 - $29.02 $184,608 - $215,067
-7,411 Reduced 3.33%
215,359 $5.39 Million
Q4 2024

Jan 30, 2025
BUY
$25.93 - $105.3 $4.21 Million - $17.1 Million
162,397 Added 268.99%
222,770 $6.21 Million
Q3 2024

Oct 25, 2024
SELL
$92.63 - $105.69 $42,980 - $49,040
-464 Reduced 0.76%
60,373 $6.29 Million
Q2 2024

Jul 15, 2024
SELL
$87.04 - $101.61 $221,168 - $258,191
-2,541 Reduced 4.01%
60,837 $6.13 Million
Q1 2024

Apr 30, 2024
SELL
$80.6 - $93.32 $1.09 Million - $1.26 Million
-13,496 Reduced 17.56%
63,378 $5.88 Million
Q4 2023

Feb 07, 2024
SELL
$70.08 - $83.37 $243,948 - $290,210
-3,481 Reduced 4.33%
76,874 $6.38 Million
Q3 2023

Nov 02, 2023
SELL
$71.99 - $78.02 $23,684 - $25,668
-329 Reduced 0.41%
80,355 $5.84 Million
Q2 2023

Aug 07, 2023
SELL
$63.6 - $74.95 $103,858 - $122,393
-1,633 Reduced 1.98%
80,684 $6.05 Million
Q1 2023

Apr 19, 2023
SELL
$54.19 - $65.17 $40,750 - $49,007
-752 Reduced 0.91%
82,317 $5.36 Million
Q4 2022

Feb 13, 2023
SELL
$54.31 - $60.76 $403,577 - $451,507
-7,431 Reduced 8.21%
83,069 $4.62 Million
Q3 2022

Oct 21, 2022
BUY
$55.81 - $69.25 $16,129 - $20,013
289 Added 0.32%
90,500 $5.05 Million
Q2 2022

Aug 02, 2022
SELL
$55.73 - $76.55 $84,821 - $116,509
-1,522 Reduced 1.66%
90,211 $5.23 Million
Q1 2022

May 02, 2022
BUY
$65.63 - $82.62 $2.65 Million - $3.34 Million
40,442 Added 78.85%
91,733 $6.86 Million
Q4 2021

Feb 03, 2022
BUY
$73.11 - $83.4 $125,310 - $142,947
1,714 Added 3.46%
51,291 $8.4 Million
Q3 2021

Nov 09, 2021
SELL
$73.24 - $78.94 $586,359 - $631,993
-8,006 Reduced 13.9%
49,577 $7.34 Million
Q2 2021

Aug 04, 2021
SELL
$65.3 - $73.24 $862,874 - $967,793
-13,214 Reduced 18.66%
57,583 $8.41 Million
Q1 2021

Apr 28, 2021
BUY
$61.41 - $68.35 $124,293 - $138,340
2,024 Added 2.94%
70,797 $9.19 Million
Q4 2020

Feb 01, 2021
SELL
$55.95 - $64.38 $46,830 - $53,886
-837 Reduced 1.2%
68,773 $8.83 Million
Q3 2020

Oct 28, 2020
BUY
$51.42 - $61.56 $288,363 - $345,228
5,608 Added 8.76%
69,610 $8.02 Million
Q2 2020

Aug 05, 2020
BUY
$37.99 - $51.32 $737,119 - $995,761
19,403 Added 43.51%
64,002 $6.5 Million
Q1 2020

Apr 29, 2020
SELL
$34.6 - $51.17 $36,087 - $53,370
-1,043 Reduced 2.29%
44,599 $3.55 Million
Q4 2019

Feb 03, 2020
SELL
$40.97 - $46.72 $2,294 - $2,616
-56 Reduced 0.12%
45,642 $4.24 Million
Q3 2019

Oct 31, 2019
SELL
$41.7 - $42.86 $57,879 - $59,489
-1,388 Reduced 2.95%
45,698 $3.84 Million
Q2 2019

Aug 06, 2019
SELL
N/A
-3,033 Reduced 6.05%
47,086 $3.92 Million
Q1 2019

Apr 23, 2019
SELL
N/A
-714 Reduced 1.4%
50,119 $3.98 Million
Q4 2018

Jan 28, 2019
SELL
N/A
-2,078 Reduced 3.93%
50,833 $3.5 Million
Q3 2018

Nov 09, 2018
SELL
N/A
-23,961 Reduced 31.17%
52,911 $4.34 Million
Q2 2018

Jul 26, 2018
SELL
N/A
-3,250 Reduced 4.06%
76,872 $5.83 Million
Q1 2018

Apr 26, 2018
SELL
N/A
-4,240 Reduced 5.03%
80,122 $5.75 Million
Q4 2017

Jan 31, 2018
BUY
N/A
2,030 Added 2.47%
84,362 $5.97 Million
Q3 2017

Oct 20, 2017
BUY
N/A
82,332
82,332 $5.44 Million

Others Institutions Holding SCHG

# of Institutions
1,611
Shares Held
816M
Call Options Held
606K
Put Options Held
163K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
Track This Portfolio

Track Jfs Wealth Advisors, LLC Portfolio

Follow Jfs Wealth Advisors, LLC 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 Jfs Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jfs Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email