M Holdings Securities, Inc. Schwab Strategic Tr Us Large C Transaction History

M Holdings Securities, Inc.

  • $398 Million
  • Q3 2024

Shares

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

May 14, 2024
BUY
$80.6 - $93.32 $6,689 - $7,745
83 Added 0.58%
14,489 $1.34 Million
Q4 2023

Feb 14, 2024
SELL
$70.08 - $83.37 $24,317 - $28,929
-347 Reduced 2.35%
14,406 $1.2 Million
Q3 2023

Feb 14, 2024
BUY
$71.99 - $78.02 $803,048 - $870,313
11,155 Added 310.03%
14,753 $1.07 Million
Q2 2023

Sep 26, 2023
SELL
$63.6 - $74.95 $952,155 - $1.12 Million
-14,971 Reduced 80.62%
3,598 $270,000
Q1 2023

May 15, 2023
BUY
$54.19 - $65.17 $108,163 - $130,079
1,996 Added 12.04%
18,569 $1.21 Million
Q4 2022

Feb 10, 2023
SELL
$54.31 - $60.76 $38,342 - $42,896
-706 Reduced 4.09%
16,573 $921,000
Q3 2022

Nov 16, 2022
SELL
$55.81 - $69.25 $7,925 - $9,833
-142 Reduced 0.82%
17,279 $964,000
Q2 2022

Aug 16, 2022
BUY
$55.73 - $76.55 $157,938 - $216,942
2,834 Added 19.43%
17,421 $1.01 Million
Q1 2022

May 24, 2022
BUY
$65.63 - $82.62 $957,344 - $1.21 Million
14,587 New
14,587 $1.09 Million
Q2 2021

Aug 19, 2021
SELL
$65.3 - $73.24 $320,296 - $359,242
-4,905 Closed
0 $0
Q1 2021

May 12, 2021
BUY
$61.41 - $68.35 $301,216 - $335,256
4,905 New
4,905 $637,000

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

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
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More about SCHG
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