Patrick M Sweeney & Associates, Inc Schwab Strategic Tr Us Large C Transaction History

Patrick M Sweeney & Associates, Inc

$155 Billion
Q3 2025

A detailed history of Patrick M Sweeney & Associates, Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Patrick M Sweeney & Associates, Inc holds 13,533 shares of SCHG stock, worth $436,574. This represents 0.28% of its overall portfolio holdings.

Number of Shares

13,533

Previous 13,068 3.56%

Holding current value

$436,574

Previous $384 Million 12.32%

% of portfolio

0.28%

Previous 0.26%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$28.92 - $32.19 $13,447 - $14,968	465 Added 3.56%	13,533 $432 Million
Q2 2025 Aug 13, 2025	SELL	$22.27 - $29.21 $10,132 - $13,290	-455 Reduced 3.36%	13,068 $384 Million
Q1 2025 Apr 14, 2025	BUY	$24.91 - $29.02 $21,073 - $24,550	846 Added 6.67%	13,523 $339 Million
Q4 2024 Jan 22, 2025	BUY	$25.93 - $105.3 $247,346 - $1 Million	9,539 Added 303.98%	12,677 $353 Million
Q3 2024 Oct 22, 2024	BUY	$92.63 - $105.69 $35,940 - $41,007	388 Added 14.11%	3,138 $327 Million
Q2 2024 Jul 17, 2024	BUY	$87.04 - $101.61 $11,315 - $13,209	130 Added 4.96%	2,750 $267 Million
Q4 2023 Feb 06, 2024	BUY	$70.08 - $83.37 $183,609 - $218,429	2,620 New	2,620 $217 Million

Others Institutions Holding SCHG

# of Institutions

1,682

Shares Held

854M

Call Options Held

543K

Put Options Held

113K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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Patrick M Sweeney & Associates, Inc Schwab Strategic Tr Us Large C Transaction History