Optimum Investment Advisors Schwab Strategic Tr Us Large C Transaction History

Optimum Investment Advisors

  • $227 Million
  • Q3 2024

A detailed history of Optimum Investment Advisors transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Optimum Investment Advisors holds 219 shares of SCHG stock, worth $6,020. This represents 0.01% of its overall portfolio holdings.

Number of Shares
219
Previous 219 -0.0%
Holding current value
$6,020
Previous $22,000 -0.0%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Apr 11, 2024
BUY
$80.6 - $93.32 $80 - $93
1 Added 0.46%
219 $20,000
Q2 2023

Aug 03, 2023
BUY
$63.6 - $74.95 $63 - $74
1 Added 0.46%
218 $16,000
Q2 2022

Jul 12, 2022
BUY
$55.73 - $76.55 $55 - $76
1 Added 0.46%
217 $13,000
Q1 2022

Apr 08, 2022
BUY
$65.63 - $82.62 $7,088 - $8,922
108 Added 100.0%
216 $16,000
Q4 2020

Jan 21, 2021
BUY
$55.95 - $64.38 $55 - $64
1 Added 0.93%
108 $14,000
Q4 2019

Jan 22, 2020
BUY
$40.97 - $46.72 $40 - $46
1 Added 0.94%
107 $10,000
Q4 2018

Feb 04, 2019
BUY
N/A
1 Added 0.95%
106 $7,000
Q1 2018

May 09, 2018
BUY
N/A
105 New
105 $8,000

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
  • Industry ETFs
More about SCHG
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