Phil A. Younker & Associates, Ltd. Schwab Strategic Tr Us Large C Transaction History

Phil A. Younker & Associates, Ltd.

  • $101 Billion
  • Q2 2025

A detailed history of Phil A. Younker & Associates, Ltd. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Phil A. Younker & Associates, Ltd. holds 16,984 shares of SCHG stock, worth $533,467. This represents 0.49% of its overall portfolio holdings.

Number of Shares
16,984
Previous 16,984 -0.0%
Holding current value
$533,467
Previous $425 Million 16.65%
% of portfolio
0.49%
Previous 0.42%

Shares

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

Apr 29, 2025
SELL
$24.91 - $29.02 $6,675 - $7,777
-268 Reduced 1.55%
16,984 $425 Million
Q4 2024

Apr 07, 2025
BUY
$25.93 - $105.3 $447,344 - $1.82 Million
17,252 New
17,252 $481 Million

Others Institutions Holding SCHG

# of Institutions
1,603
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
Track This Portfolio

Track Phil A. Younker & Associates, Ltd. Portfolio

Follow Phil A. Younker & Associates, Ltd. 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 Phil A. Younker & Associates, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Phil A. Younker & Associates, Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email