Plan Group Financial, LLC Schwab Strategic Tr Us Large C Transaction History

Plan Group Financial, LLC

  • $295 Million
  • Q2 2025

A detailed history of Plan Group Financial, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Plan Group Financial, LLC holds 7,727 shares of SCHG stock, worth $245,254. This represents 0.08% of its overall portfolio holdings.

Number of Shares
7,727
Holding current value
$245,254
% of portfolio
0.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$22.27 - $29.21 $172,080 - $225,705
7,727 New
7,727 $225,000
Q4 2024

Jan 31, 2025
BUY
$25.93 - $105.3 $144,144 - $585,362
5,559 Added 274.25%
7,586 $211,000
Q3 2024

Oct 22, 2024
SELL
$92.63 - $105.69 $5,372 - $6,130
-58 Reduced 2.78%
2,027 $211,000
Q2 2024

Aug 05, 2024
BUY
$87.04 - $101.61 $181,478 - $211,856
2,085 New
2,085 $210,000

Others Institutions Holding SCHG

# of Institutions
1,617
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 Plan Group Financial, LLC Portfolio

Follow Plan Group Financial, LLC 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 Plan Group Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Plan Group Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email