Jnba Financial Advisors Schwab Strategic Tr Us Large C Transaction History

Jnba Financial Advisors

$947 Million
Q2 2024

A detailed history of Jnba Financial Advisors transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Jnba Financial Advisors holds 818 shares of SCHG stock, worth $21,603. This represents 0.01% of its overall portfolio holdings.

Number of Shares

818

Previous 711 15.05%

Holding current value

$21,603

Previous $65,000 26.15%

% of portfolio

0.01%

Previous 0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 22, 2024	BUY	$87.04 - $101.61 $9,313 - $10,872	107 Added 15.05%	818 $82,000
Q1 2024 Apr 26, 2024	BUY	$80.6 - $93.32 $8,221 - $9,518	102 Added 16.75%	711 $65,000
Q4 2023 Feb 07, 2024	SELL	$70.08 - $83.37 $6,867 - $8,170	-98 Reduced 13.86%	609 $50,000
Q3 2023 Nov 02, 2023	BUY	$71.99 - $78.02 $8,998 - $9,752	125 Added 21.48%	707 $51,000
Q2 2023 Aug 03, 2023	BUY	$63.6 - $74.95 $5,851 - $6,895	92 Added 18.78%	582 $43,000
Q1 2023 May 01, 2023	BUY	$54.19 - $65.17 $10,512 - $12,642	194 Added 65.54%	490 $31,000
Q1 2022 Apr 29, 2022	BUY	$65.63 - $82.62 $8,794 - $11,071	134 Added 82.72%	296 $22,000
Q4 2021 Feb 03, 2022	BUY	$73.11 - $83.4 $11,843 - $13,510	162 New	162 $27,000
Q4 2018 Feb 07, 2019	SELL	N/A	-655 Closed	0 $0
Q3 2018 Nov 01, 2018	BUY	N/A	655 New	655 $54,000

Others Institutions Holding SCHG

# of Institutions

1,267

Shares Held

170M

Call Options Held

87.2K

Put Options Held

25.8K

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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Jnba Financial Advisors Schwab Strategic Tr Us Large C Transaction History