A detailed history of Paladin Advisory Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Paladin Advisory Group, LLC holds 2,969 shares of SCHG stock, worth $85,922. This represents 0.23% of its overall portfolio holdings.

Number of Shares
2,969
Previous 2,969 -0.0%
Holding current value
$85,922
Previous $299,000 3.34%
% of portfolio
0.23%
Previous 0.23%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 24, 2024

SELL
$87.04 - $101.61 $6,528 - $7,620
-75 Reduced 2.46%
2,969 $299,000
Q4 2023

Jan 31, 2024

SELL
$70.08 - $83.37 $8,760 - $10,421
-125 Reduced 3.94%
3,044 $252,000
Q1 2023

Apr 21, 2023

BUY
$54.19 - $65.17 $171,728 - $206,523
3,169 New
3,169 $206,000
Q1 2022

Apr 15, 2022

BUY
$65.63 - $82.62 $207,915 - $261,740
3,168 New
3,168 $237,000

Others Institutions Holding SCHG

About SCHWAB STRATEGIC TR US LARGE-C


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

Track Paladin Advisory Group, LLC Portfolio

Follow Paladin Advisory Group, 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 Paladin Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Paladin Advisory Group, LLC with notifications on news.