Personal Cfo Solutions, LLC Schwab Strategic Tr Us Large C Transaction History

Personal Cfo Solutions, LLC

  • $482 Million
  • Q1 2025

A detailed history of Personal Cfo Solutions, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 8,309 shares of SCHG stock, worth $263,727. This represents 0.04% of its overall portfolio holdings.

Number of Shares
8,309
Previous 7,723 7.59%
Holding current value
$263,727
Previous $215,000 3.26%
% of portfolio
0.04%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
BUY
$24.91 - $29.02 $14,597 - $17,005
586 Added 7.59%
8,309 $208,000
Q4 2024

Feb 07, 2025
BUY
$25.93 - $105.3 $118,863 - $482,695
4,584 Added 146.03%
7,723 $215,000
Q3 2024

Nov 14, 2024
BUY
$92.63 - $105.69 $290,765 - $331,760
3,139 New
3,139 $327,000

Others Institutions Holding SCHG

# of Institutions
1,633
Shares Held
816M
Call Options Held
606K
Put Options Held
163K
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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