A detailed history of Madison Park Capital Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Madison Park Capital Advisors, LLC holds 9,292 shares of SCHG stock, worth $257,388. This represents 0.73% of its overall portfolio holdings.

Number of Shares
9,292
Previous 8,974 3.54%
Holding current value
$257,388
Previous $905 Million 6.97%
% of portfolio
0.73%
Previous 0.76%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

BUY
$92.63 - $105.69 $29,456 - $33,609
318 Added 3.54%
9,292 $968 Million
Q2 2024

Jul 23, 2024

BUY
$87.04 - $101.61 $59,013 - $68,891
678 Added 8.17%
8,974 $905 Million
Q1 2024

Apr 05, 2024

BUY
$80.6 - $93.32 $56,016 - $64,857
695 Added 9.14%
8,296 $769 Million
Q4 2023

Feb 01, 2024

BUY
$70.08 - $83.37 $532,678 - $633,695
7,601 New
7,601 $631 Million

Others Institutions Holding SCHG

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
Track This Portfolio

Track Madison Park Capital Advisors, LLC Portfolio

Follow Madison Park Capital Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Madison Park Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Madison Park Capital Advisors, LLC with notifications on news.