Leo H. Evart, Inc. Schwab Strategic Tr Us Large C Transaction History

Leo H. Evart, Inc.

$65.2 Billion
Q3 2023

A detailed history of Leo H. Evart, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Leo H. Evart, Inc. holds 111,026 shares of SCHG stock, worth $11.4 Million. This represents 12.39% of its overall portfolio holdings.

Number of Shares

111,026

Previous 113,831 2.46%

Holding current value

$11.4 Million

Previous $8.53 Billion 5.37%

% of portfolio

12.39%

Previous 11.84%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 14, 2023	SELL	$71.99 - $78.02 $201,931 - $218,846	-2,805 Reduced 2.46%	111,026 $8.07 Billion
Q2 2023 Aug 04, 2023	SELL	$63.6 - $74.95 $74,920 - $88,291	-1,178 Reduced 1.02%	113,831 $8.53 Billion
Q1 2023 May 05, 2023	SELL	$54.19 - $65.17 $355,594 - $427,645	-6,562 Reduced 5.4%	115,009 $7.5 Billion
Q4 2022 Jan 19, 2023	SELL	$54.31 - $60.76 $384,406 - $430,059	-7,078 Reduced 5.5%	121,571 $6.75 Billion
Q3 2022 Nov 02, 2022	SELL	$55.81 - $69.25 $1.84 Million - $2.28 Million	-32,975 Reduced 20.4%	128,649 $7.18 Million
Q2 2022 Jul 21, 2022	SELL	$55.73 - $76.55 $172,484 - $236,922	-3,095 Reduced 1.88%	161,624 $9.37 Million
Q1 2022 May 11, 2022	BUY	$65.63 - $82.62 $5.95 Million - $7.49 Million	90,623 Added 122.3%	164,719 $12.3 Million
Q4 2021 Mar 31, 2022	BUY	$73.11 - $83.4 $5.42 Million - $6.18 Million	74,096 New	74,096 $12.1 Million

Others Institutions Holding SCHG

# of Institutions

1,255

Shares Held

169M

Call Options Held

87.2K

Put Options Held

25.8K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
Sector ETFs
Industry ETFs

More about SCHG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Leo H. Evart, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Leo H. Evart, Inc. with notifications on news.

Account