Lantz Financial LLC Schwab Strategic Tr Us Large C Transaction History

Lantz Financial LLC

  • $310 Million
  • Q2 2024

A detailed history of Lantz Financial LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Lantz Financial LLC holds 4,013 shares of SCHG stock, worth $419,840. This represents 0.13% of its overall portfolio holdings.

Number of Shares
4,013
Previous 4,013 -0.0%
Holding current value
$419,840
Previous $372,000 8.6%
% of portfolio
0.13%
Previous 0.12%

Shares

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

Apr 10, 2024
SELL
$80.6 - $93.32 $8,463 - $9,798
-105 Reduced 2.55%
4,013 $372,000
Q1 2023

Apr 10, 2023
SELL
$54.19 - $65.17 $8,399 - $10,101
-155 Reduced 3.63%
4,118 $268,000
Q1 2022

May 05, 2022
BUY
N/A
1,927 Added 82.14%
4,273 $320,000
Q1 2021

Apr 19, 2021
BUY
N/A
10 Added 0.43%
2,346 $304,000
Q3 2020

Oct 09, 2020
BUY
N/A
1 Added 0.04%
2,336 $269,000
Q2 2020

Jul 22, 2020
BUY
N/A
2,335 New
2,335 $237,000
Q1 2020

Apr 10, 2020
SELL
N/A
-2,348 Closed
0 $0
Q4 2019

Jan 17, 2020
SELL
N/A
-100 Reduced 4.08%
2,348 $218,000
Q3 2019

Oct 18, 2019
SELL
N/A
-2 Reduced 0.08%
2,448 $201,000
Q2 2019

Jul 15, 2019
BUY
N/A
2,450 New
2,450 $206,000

Others Institutions Holding SCHG

# of Institutions
1,190
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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