Lutz Financial Services LLC Schwab Strategic Tr Us Large C Transaction History

Lutz Financial Services LLC

  • $1.23 Billion
  • Q3 2024

A detailed history of Lutz Financial Services LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Lutz Financial Services LLC holds 7,019 shares of SCHG stock, worth $192,952. This represents 0.06% of its overall portfolio holdings.

Number of Shares
7,019
Previous 7,019 -0.0%
Holding current value
$192,952
Previous $707,000 3.39%
% of portfolio
0.06%
Previous 0.06%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 03, 2023
SELL
$71.99 - $78.02 $19,797 - $21,455
-275 Reduced 3.77%
7,019 $510,000
Q1 2023

May 01, 2023
BUY
$54.19 - $65.17 $54 - $65
1 Added 0.01%
7,294 $475,000
Q4 2022

Feb 06, 2023
SELL
$54.31 - $60.76 $18,411 - $20,597
-339 Reduced 4.44%
7,293 $405,000
Q3 2022

Oct 21, 2022
BUY
$55.81 - $69.25 $19,031 - $23,614
341 Added 4.68%
7,632 $426,000
Q2 2022

Jul 20, 2022
SELL
$55.73 - $76.55 $11,759 - $16,152
-211 Reduced 2.81%
7,291 $423,000
Q1 2022

Apr 25, 2022
BUY
$65.63 - $82.62 $246,178 - $309,907
3,751 Added 100.0%
7,502 $561,000
Q4 2021

Jan 19, 2022
BUY
$73.11 - $83.4 $73 - $83
1 Added 0.03%
3,751 $614,000
Q3 2021

Oct 27, 2021
SELL
$73.24 - $78.94 $5,859 - $6,315
-80 Reduced 2.09%
3,750 $555,000
Q1 2021

Apr 27, 2021
BUY
$61.41 - $68.35 $61 - $68
1 Added 0.03%
3,830 $497,000
Q4 2020

Feb 12, 2021
BUY
$55.95 - $64.38 $55 - $64
1 Added 0.03%
3,829 $492,000
Q2 2020

Jul 28, 2020
SELL
$37.99 - $51.32 $20,704 - $27,969
-545 Reduced 12.46%
3,828 $389,000
Q1 2020

Apr 27, 2020
SELL
$34.6 - $51.17 $2,871 - $4,247
-83 Reduced 1.86%
4,373 $348,000
Q4 2019

Feb 03, 2020
BUY
$40.97 - $46.72 $81 - $93
2 Added 0.04%
4,456 $414,000
Q3 2019

Oct 31, 2019
BUY
$41.7 - $42.86 $125 - $128
3 Added 0.07%
4,454 $374,000
Q1 2019

May 06, 2019
SELL
N/A
-922 Reduced 17.16%
4,451 $354,000
Q4 2018

Feb 13, 2019
BUY
N/A
667 Added 14.17%
5,373 $370,000
Q3 2018

Nov 13, 2018
BUY
N/A
241 Added 5.4%
4,706 $386,000
Q2 2018

Aug 15, 2018
SELL
N/A
-62 Reduced 1.37%
4,465 $338,000
Q1 2018

Apr 17, 2018
BUY
N/A
2 Added 0.04%
4,527 $325,000
Q4 2017

Apr 17, 2018
BUY
N/A
4,525
4,525 $320,000

Others Institutions Holding SCHG

# of Institutions
1,309
Shares Held
181M
Call Options Held
140K
Put Options Held
91.5K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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