Mark Sheptoff Financial Planning, LLC Schwab Strategic Tr Us Large C Transaction History

Mark Sheptoff Financial Planning, LLC

  • $176 Million
  • Q2 2024

A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 44 shares of SCHG stock, worth $4,559. This represents 0.0% of its overall portfolio holdings.

Number of Shares
44
Previous 44 -0.0%
Holding current value
$4,559
Previous $4,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2022

May 12, 2022
BUY
$65.63 - $82.62 $1,443 - $1,817
22 Added 100.0%
44 $3,000
Q1 2020

May 07, 2020
BUY
$34.6 - $51.17 $761 - $1,125
22 New
22 $2,000
Q4 2019

Feb 10, 2020
SELL
$40.97 - $46.72 $22,492 - $25,649
-549 Closed
0 $0
Q3 2017

Nov 09, 2017
BUY
N/A
549
549 $36,000

Others Institutions Holding SCHG

# of Institutions
1,256
Shares Held
169M
Call Options Held
87.2K
Put Options Held
25.8K
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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