A detailed history of Petra Financial Advisors Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Petra Financial Advisors Inc holds 18,514 shares of SCHG stock, worth $512,837. This represents 1.27% of its overall portfolio holdings.

Number of Shares
18,514
Previous 18,913 2.11%
Holding current value
$512,837
Previous $1.91 Billion 1.13%
% of portfolio
1.27%
Previous 1.37%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

SELL
$92.63 - $105.69 $36,959 - $42,170
-399 Reduced 2.11%
18,514 $1.93 Billion
Q2 2024

Jul 18, 2024

SELL
$87.04 - $101.61 $52,136 - $60,864
-599 Reduced 3.07%
18,913 $1.91 Billion
Q1 2024

Apr 23, 2024

SELL
$80.6 - $93.32 $3,546 - $4,106
-44 Reduced 0.22%
19,512 $1.77 Billion
Q4 2023

Jan 29, 2024

BUY
$70.08 - $83.37 $3,013 - $3,584
43 Added 0.22%
19,556 $1.62 Billion
Q3 2023

Nov 01, 2023

BUY
$71.99 - $78.02 $395,297 - $428,407
5,491 Added 39.16%
19,513 $1.42 Billion
Q2 2023

Jul 26, 2023

BUY
$63.6 - $74.95 $566,548 - $667,654
8,908 Added 174.19%
14,022 $1.05 Billion
Q1 2023

Apr 20, 2023

SELL
$54.19 - $65.17 $276,477 - $332,497
-5,102 Reduced 49.94%
5,114 $333 Million
Q4 2022

Apr 10, 2023

BUY
$54.31 - $60.76 $554,830 - $620,724
10,216 New
10,216 $568 Million

Others Institutions Holding SCHG

About SCHWAB STRATEGIC TR US LARGE-C


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

Track Petra Financial Advisors Inc Portfolio

Follow Petra Financial Advisors Inc 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 Petra Financial Advisors Inc, based on Form 13F filings with the SEC.

News

Stay updated on Petra Financial Advisors Inc with notifications on news.