Mcdonald Partners LLC Schwab Strategic Tr Us Large C Transaction History

Mcdonald Partners LLC

  • $404 Million
  • Q2 2025

A detailed history of Mcdonald Partners LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Mcdonald Partners LLC holds 10,600 shares of SCHG stock, worth $322,134. This represents 0.08% of its overall portfolio holdings.

Number of Shares
10,600
Previous 10,600 -0.0%
Holding current value
$322,134
Previous $265,000 16.6%
% of portfolio
0.08%
Previous 0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
BUY
$25.93 - $105.3 $206,143 - $837,135
7,950 Added 300.0%
10,600 $295,000
Q4 2023

Feb 12, 2024
BUY
$70.08 - $83.37 $185,712 - $220,930
2,650 New
2,650 $219,000
Q2 2023

Jul 17, 2023
BUY
$63.6 - $74.95 $240,153 - $283,011
3,776 New
3,776 $283,000
Q1 2021

Apr 15, 2021
BUY
$61.41 - $68.35 $434,475 - $483,576
7,075 New
7,075 $918,000

Others Institutions Holding SCHG

# of Institutions
1,589
Shares Held
798M
Call Options Held
298K
Put Options Held
193K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
Track This Portfolio

Track Mcdonald Partners LLC Portfolio

Follow Mcdonald Partners 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 Mcdonald Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mcdonald Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email