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 93,239 shares of SCHV stock, worth $2.6 Million. This represents 3.99% of its overall portfolio holdings.

Number of Shares

93,239

Previous 100 93139.0%

Holding current value

$2.6 Million

Previous $6,000 104150.0%

% of portfolio

3.99%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 06, 2023	BUY	$63.33 - $67.21 $5.9 Million - $6.26 Million	93,139 Added 93139.0%	93,239 $6.26 Million
Q1 2023 Apr 12, 2023	SELL	$62.59 - $69.3 $751 - $831	-12 Reduced 10.71%	100 $6,000
Q4 2022 Jan 13, 2023	BUY	$59.13 - $69.24 $6,622 - $7,754	112 New	112 $0
Q1 2020 Apr 17, 2020	SELL	$38.4 - $61.03 $11.1 Million - $17.6 Million	-288,045 Closed	0 $0
Q4 2019 Jan 16, 2020	BUY	$54.73 - $60.25 $15.8 Million - $17.4 Million	288,045 New	288,045 $17.3 Million
Q3 2019 Oct 25, 2019	SELL	$56.56 - $57.5 $17 Million - $17.3 Million	-300,196 Closed	0 $0
Q2 2019 Jul 26, 2019	BUY	N/A	177,435 Added 144.54%	300,196 $16.9 Million
Q1 2019 Apr 18, 2019	BUY	N/A	122,761 New	122,761 $6.72 Million

Others Institutions Holding SCHV

# of Institutions

924

Shares Held

335M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR US LARGE-C

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