Jnba Financial Advisors Schwab Strategic Tr Us Large C Transaction History

Jnba Financial Advisors

  • $980 Million
  • Q3 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 1,017 shares of SCHG stock, worth $28,791. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,017
Previous 818 24.33%
Holding current value
$28,791
Previous $82,000 28.05%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 30, 2024
BUY
$92.63 - $105.69 $18,433 - $21,032
199 Added 24.33%
1,017 $105,000
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
1,314
Shares Held
181M
Call Options Held
140K
Put Options Held
91.5K
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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