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 305,493 shares of SCHX stock, worth $8.11 Million. This represents 10.2% of its overall portfolio holdings.

Number of Shares

305,493

Previous 300 101731.0%

Holding current value

$8.11 Million

Previous $14,000 114171.43%

% of portfolio

10.2%

Previous 0.01%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 06, 2023	BUY	$47.67 - $52.37 $14.5 Million - $16 Million	305,193 Added 101731.0%	305,493 $16 Million
Q1 2023 Apr 12, 2023	SELL	$44.78 - $49.41 $4,478 - $4,941	-100 Reduced 25.0%	300 $14,000
Q4 2022 Jan 13, 2023	BUY	$42.25 - $48.16 $16,900 - $19,264	400 New	400 $0
Q1 2022 Apr 11, 2022	SELL	$49.51 - $57.27 $28.2 Million - $32.6 Million	-569,683 Closed	0 $0
Q4 2021 Jan 21, 2022	BUY	$51.9 - $57.29 $15.3 Million - $16.9 Million	294,919 Added 107.34%	569,683 $64.8 Million
Q3 2021 Oct 20, 2021	BUY	$51.52 - $54.94 $3.23 Million - $3.44 Million	62,624 Added 29.52%	274,764 $28.6 Million
Q2 2021 Jul 15, 2021	SELL	$48.62 - $52.01 $757,596 - $810,419	-15,582 Reduced 6.84%	212,140 $22.1 Million
Q1 2021 Apr 20, 2021	SELL	$44.9 - $48.34 $14.6 Million - $15.7 Million	-325,144 Reduced 58.81%	227,722 $21.9 Million
Q4 2020 Jan 14, 2021	SELL	$39.35 - $45.48 $1.85 Million - $2.14 Million	-47,102 Reduced 7.85%	552,866 $50.3 Million
Q3 2020 Oct 19, 2020	BUY	$37.26 - $43.03 $3.79 Million - $4.38 Million	101,683 Added 20.41%	599,968 $48.4 Million
Q2 2020 Jul 13, 2020	BUY	$29.25 - $38.76 $14.6 Million - $19.3 Million	498,285 New	498,285 $36.9 Million
Q1 2020 Apr 17, 2020	SELL	$26.61 - $40.52 $15.2 Million - $23.2 Million	-571,421 Closed	0 $0
Q4 2019 Jan 16, 2020	SELL	$34.42 - $38.54 $2.12 Million - $2.37 Million	-61,562 Reduced 9.73%	571,421 $43.9 Million
Q3 2019 Oct 25, 2019	BUY	$35.28 - $36.01 $987,275 - $1.01 Million	27,984 Added 4.63%	632,983 $44.9 Million
Q2 2019 Jul 26, 2019	BUY	N/A	129,371 Added 27.2%	604,999 $42.5 Million
Q1 2019 Apr 18, 2019	SELL	N/A	-161,923 Reduced 25.4%	475,628 $32.2 Million
Q4 2018 Jan 22, 2019	BUY	N/A	220,435 Added 52.85%	637,551 $38.1 Million
Q3 2018 Oct 23, 2018	BUY	N/A	417,116 New	417,116 $29 Million
Q1 2018 Apr 27, 2018	SELL	N/A	-384,226 Closed	0 $0
Q4 2017 Jan 16, 2018	BUY	N/A	168,396 Added 78.02%	384,226 $24.5 Million
Q3 2017 Oct 19, 2017	BUY	N/A	215,830	215,830 $13 Million

Others Institutions Holding SCHX

# of Institutions

1,630

Shares Held

1.14B

Call Options Held

64.2K

Put Options Held

12K

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About SCHWAB STRATEGIC TR US LARGE-C

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