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 3,138 shares of SCHG stock, worth $88,836. This represents 0.24% of its overall portfolio holdings.

Number of Shares
3,138
Previous 2,750 14.11%
Holding current value
$88,836
Previous $267 Million 22.34%
% of portfolio
0.24%
Previous 0.22%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
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