Kozak & Associates, Inc. Schwab Strategic Tr Us Large C Transaction History

Kozak & Associates, Inc.

  • $397 Million
  • Q2 2024

A detailed history of Kozak & Associates, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Kozak & Associates, Inc. holds 567 shares of SCHG stock, worth $58,531. This represents 0.01% of its overall portfolio holdings.

Number of Shares
567
Previous 567 -0.0%
Holding current value
$58,531
Previous $52,000 9.62%
% of portfolio
0.01%
Previous 0.01%

Shares

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

May 17, 2024
BUY
$80.6 - $93.32 $80 - $93
1 Added 0.18%
567 $52,000
Q4 2023

Jan 17, 2024
BUY
$70.08 - $83.37 $70 - $83
1 Added 0.18%
566 $46,000
Q2 2022

Oct 12, 2022
BUY
N/A
281 Added 98.94%
565 $33,000
Q3 2021

Nov 16, 2021
BUY
N/A
284 New
284 $47,000

Others Institutions Holding SCHG

# of Institutions
1,186
Shares Held
165M
Call Options Held
148K
Put Options Held
24.3K
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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