Piershale Financial Group, Inc. Schwab Strategic Tr Us Large C Transaction History

Piershale Financial Group, Inc.

$157 Million
Q2 2023

A detailed history of Piershale Financial Group, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Piershale Financial Group, Inc. holds 85,301 shares of SCHG stock, worth $2.34 Million. This represents 4.08% of its overall portfolio holdings.

Number of Shares

85,301

Holding current value

$2.34 Million

% of portfolio

4.08%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 06, 2023	BUY	$63.6 - $74.95 $5.43 Million - $6.39 Million	85,301 New	85,301 $6.39 Million
Q1 2022 Apr 11, 2022	SELL	$65.63 - $82.62 $11.3 Million - $14.2 Million	-171,871 Closed	0 $0
Q4 2021 Jan 21, 2022	BUY	$73.11 - $83.4 $12.6 Million - $14.3 Million	171,871 New	171,871 $28.1 Million
Q1 2021 Apr 20, 2021	SELL	$61.41 - $68.35 $10.4 Million - $11.6 Million	-169,585 Closed	0 $0
Q4 2020 Jan 14, 2021	SELL	$55.95 - $64.38 $2.34 Million - $2.69 Million	-41,758 Reduced 19.76%	169,585 $21.8 Million
Q3 2020 Oct 19, 2020	BUY	$51.42 - $61.56 $3.36 Million - $4.03 Million	65,403 Added 44.81%	211,343 $24.3 Million
Q2 2020 Jul 13, 2020	BUY	$37.99 - $51.32 $5.54 Million - $7.49 Million	145,940 New	145,940 $14.8 Million
Q1 2020 Apr 17, 2020	SELL	$34.6 - $51.17 $6.62 Million - $9.79 Million	-191,408 Closed	0 $0
Q4 2019 Jan 16, 2020	SELL	$40.97 - $46.72 $1.84 Million - $2.1 Million	-44,859 Reduced 18.99%	191,408 $17.8 Million
Q3 2019 Oct 25, 2019	BUY	$41.7 - $42.86 $1.27 Million - $1.3 Million	30,388 Added 14.76%	236,267 $19.8 Million
Q2 2019 Jul 26, 2019	BUY	N/A	65,042 Added 46.18%	205,879 $17.1 Million
Q1 2019 Apr 18, 2019	SELL	N/A	-149,345 Reduced 51.47%	140,837 $11.2 Million
Q4 2018 Jan 22, 2019	SELL	N/A	-9,813 Reduced 3.27%	290,182 $20 Million
Q3 2018 Oct 23, 2018	BUY	N/A	90,896 Added 43.47%	299,995 $24.6 Million
Q2 2018 Jul 17, 2018	BUY	N/A	116,680 Added 126.25%	209,099 $15.8 Million
Q1 2018 Apr 27, 2018	BUY	N/A	92,419 New	92,419 $6.47 Million
Q4 2017 Jan 16, 2018	SELL	N/A	-198,239 Closed	0 $0
Q3 2017 Oct 19, 2017	BUY	N/A	198,239	198,239 $13.1 Million

Others Institutions Holding SCHG

# of Institutions

1,310

Shares Held

181M

Call Options Held

140K

Put Options Held

91.5K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
Sector ETFs
Industry ETFs

More about SCHG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Piershale Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Piershale Financial Group, Inc. with notifications on news.

Account

Piershale Financial Group, Inc. Schwab Strategic Tr Us Large C Transaction History