Keystone Financial Group Schwab Strategic Tr Us Large C Transaction History

Keystone Financial Group

  • $296 Million
  • Q3 2024

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024
SELL
$80.6 - $93.32 $86,483 - $100,132
-1,073 Reduced 5.28%
19,254 $1.79 Million
Q4 2023

Feb 09, 2024
SELL
$70.08 - $83.37 $61,880 - $73,615
-883 Reduced 4.16%
20,327 $1.69 Million
Q3 2023

Nov 06, 2023
SELL
$71.99 - $78.02 $57,735 - $62,572
-802 Reduced 3.64%
21,210 $1.54 Million
Q2 2023

Aug 07, 2023
SELL
$63.6 - $74.95 $185,139 - $218,179
-2,911 Reduced 11.68%
22,012 $1.65 Million
Q4 2022

Feb 07, 2023
SELL
$54.31 - $60.76 $923 - $1,032
-17 Reduced 0.07%
24,923 $1.38 Million
Q3 2022

Nov 10, 2022
SELL
$55.81 - $69.25 $6,139 - $7,617
-110 Reduced 0.44%
24,940 $1.39 Million
Q2 2022

Aug 05, 2022
SELL
$55.73 - $76.55 $4,625 - $6,353
-83 Reduced 0.33%
25,050 $1.45 Million
Q1 2022

May 13, 2022
BUY
$65.63 - $82.62 $815,452 - $1.03 Million
12,425 Added 97.77%
25,133 $1.88 Million
Q4 2021

Feb 11, 2022
SELL
$73.11 - $83.4 $264,438 - $301,657
-3,617 Reduced 22.16%
12,708 $2.08 Million
Q3 2021

Nov 12, 2021
SELL
$73.24 - $78.94 $3,149 - $3,394
-43 Reduced 0.26%
16,325 $2.42 Million
Q2 2021

Aug 13, 2021
SELL
$65.3 - $73.24 $28,862 - $32,372
-442 Reduced 2.63%
16,368 $2.39 Million
Q1 2021

May 11, 2021
SELL
$61.41 - $68.35 $53,549 - $59,601
-872 Reduced 4.93%
16,810 $2.18 Million
Q4 2020

Feb 10, 2021
BUY
$55.95 - $64.38 $37,766 - $43,456
675 Added 3.97%
17,682 $2.27 Million
Q3 2020

Nov 13, 2020
SELL
$51.42 - $61.56 $55,482 - $66,423
-1,079 Reduced 5.97%
17,007 $1.96 Million
Q2 2020

Aug 13, 2020
BUY
$37.99 - $51.32 $36,584 - $49,421
963 Added 5.62%
18,086 $1.84 Million
Q1 2020

May 05, 2020
BUY
$34.6 - $51.17 $451,287 - $667,410
13,043 Added 319.68%
17,123 $1.36 Million
Q4 2019

Feb 06, 2020
BUY
$40.97 - $46.72 $29,334 - $33,451
716 Added 21.28%
4,080 $379,000
Q3 2019

Nov 07, 2019
SELL
$41.7 - $42.86 $23,518 - $24,173
-564 Reduced 14.36%
3,364 $283,000
Q2 2019

Aug 07, 2019
BUY
N/A
271 Added 7.41%
3,928 $327,000
Q1 2019

May 07, 2019
SELL
N/A
-274 Reduced 6.97%
3,657 $290,000
Q4 2018

Feb 11, 2019
BUY
N/A
695 Added 21.48%
3,931 $271,000
Q3 2018

Nov 06, 2018
SELL
N/A
-144 Reduced 4.26%
3,236 $266,000
Q2 2018

Aug 14, 2018
BUY
N/A
3,380 New
3,380 $257,000

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
Track This Portfolio

Track Keystone Financial Group Portfolio

Follow Keystone Financial Group 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 Keystone Financial Group, based on Form 13F filings with the SEC.

News

Stay updated on Keystone Financial Group with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email