Patton Albertson Miller Group, LLC Schwab Strategic Tr Us Large C Transaction History

Patton Albertson Miller Group, LLC

  • $746 Million
  • Q2 2025

A detailed history of Patton Albertson Miller Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Patton Albertson Miller Group, LLC holds 7,014 shares of SCHG stock, worth $212,103. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,014
Holding current value
$212,103
% of portfolio
0.03%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 17, 2025
BUY
$22.27 - $29.21 $156,201 - $204,878
7,014 New
7,014 $204,000
Q2 2023

Jul 13, 2023
SELL
$63.6 - $74.95 $28,620 - $33,727
-450 Reduced 12.93%
3,029 $227,000
Q1 2023

Apr 21, 2023
SELL
$54.19 - $65.17 $23,030 - $27,697
-425 Reduced 10.89%
3,479 $226,000
Q4 2022

Jan 23, 2023
SELL
$54.31 - $60.76 $28,458 - $31,838
-524 Reduced 11.83%
3,904 $0
Q3 2022

Oct 13, 2022
SELL
$55.81 - $69.25 $97,946 - $121,533
-1,755 Reduced 28.38%
4,428 $247,000
Q2 2022

Jul 22, 2022
SELL
$55.73 - $76.55 $347,755 - $477,672
-6,240 Reduced 50.23%
6,183 $359,000
Q1 2022

May 02, 2022
BUY
$65.63 - $82.62 $351,186 - $442,099
5,351 Added 75.66%
12,423 $929,000
Q4 2021

Feb 11, 2022
SELL
$73.11 - $83.4 $4,021 - $4,587
-55 Reduced 0.77%
7,072 $1.16 Million
Q3 2021

Oct 27, 2021
SELL
$73.24 - $78.94 $805 - $868
-11 Reduced 0.15%
7,127 $1.06 Million
Q2 2021

Jul 29, 2021
SELL
$65.3 - $73.24 $38,853 - $43,577
-595 Reduced 7.69%
7,138 $1.04 Million
Q1 2021

Apr 21, 2021
SELL
$61.41 - $68.35 $36,538 - $40,668
-595 Reduced 7.14%
7,733 $1 Million
Q4 2020

Feb 25, 2021
SELL
$55.95 - $64.38 $101,437 - $116,720
-1,813 Reduced 17.88%
8,328 $1.13 Million
Q3 2020

Nov 03, 2020
SELL
$51.42 - $61.56 $22,573 - $27,024
-439 Reduced 4.15%
10,141 $1.17 Million
Q2 2020

Aug 10, 2020
SELL
$37.99 - $51.32 $759 - $1,026
-20 Reduced 0.19%
10,580 $1.07 Million
Q1 2020

May 22, 2020
BUY
$34.6 - $51.17 $1,038 - $1,535
30 Added 0.28%
10,600 $844,000
Q4 2019

Feb 06, 2020
SELL
$40.97 - $46.72 $7,046 - $8,035
-172 Reduced 1.6%
10,570 $982,000
Q3 2019

Nov 13, 2019
BUY
$41.7 - $42.86 $42,867 - $44,060
1,028 Added 10.58%
10,742 $902,000
Q2 2019

Aug 12, 2019
BUY
N/A
9,714 New
9,714 $809,000

Others Institutions Holding SCHG

# of Institutions
1,562
Shares Held
760M
Call Options Held
327K
Put Options Held
193K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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