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 $2.48 Million. This represents 4.08% of its overall portfolio holdings.

Number of Shares

85,301

Holding current value

$2.48 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

1,505

Shares Held

740M

Call Options Held

327K

Put Options Held

193K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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