Powers Advisory Group, LLC Schwab Strategic Tr Us Large C Transaction History

Powers Advisory Group, LLC

$208 Million
Q1 2025

A detailed history of Powers Advisory Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Powers Advisory Group, LLC holds 298,813 shares of SCHG stock, worth $8.25 Million. This represents 3.59% of its overall portfolio holdings.

Number of Shares

298,813

Previous 276,341 8.13%

Holding current value

$8.25 Million

Previous $7.7 Million 2.92%

% of portfolio

3.59%

Previous 3.87%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	BUY	$24.91 - $29.02 $559,777 - $652,137	22,472 Added 8.13%	298,813 $7.48 Million
Q4 2024 Jan 23, 2025	BUY	$25.93 - $105.3 $5.37 Million - $21.8 Million	207,257 Added 300.01%	276,341 $7.7 Million
Q3 2024 Oct 18, 2024	BUY	$92.63 - $105.69 $356,903 - $407,223	3,853 Added 5.91%	69,084 $7.2 Million
Q2 2024 Jul 24, 2024	BUY	$87.04 - $101.61 $318,653 - $371,994	3,661 Added 5.95%	65,231 $6.58 Million
Q1 2024 Apr 19, 2024	BUY	$80.6 - $93.32 $163,295 - $189,066	2,026 Added 3.4%	61,570 $5.71 Million
Q4 2023 Jan 17, 2024	BUY	$70.08 - $83.37 $240,094 - $285,625	3,426 Added 6.1%	59,544 $4.94 Million
Q3 2023 Oct 18, 2023	SELL	$71.99 - $78.02 $69,830 - $75,679	-970 Reduced 1.7%	56,118 $4.08 Million
Q2 2023 Jul 20, 2023	BUY	$63.6 - $74.95 $311,576 - $367,180	4,899 Added 9.39%	57,088 $4.28 Million
Q1 2023 Apr 13, 2023	BUY	$54.19 - $65.17 $64,865 - $78,008	1,197 Added 2.35%	52,189 $3.4 Million
Q4 2022 Jan 20, 2023	BUY	$54.31 - $60.76 $75,327 - $84,274	1,387 Added 2.8%	50,992 $0
Q3 2022 Oct 14, 2022	BUY	$55.81 - $69.25 $157,774 - $195,769	2,827 Added 6.04%	49,605 $2.77 Million
Q2 2022 Jul 19, 2022	BUY	$55.73 - $76.55 $121,602 - $167,032	2,182 Added 4.89%	46,778 $2.71 Million
Q1 2022 May 11, 2022	BUY	$65.63 - $82.62 $1.64 Million - $2.07 Million	24,999 Added 127.57%	44,596 $3.34 Million
Q4 2021 May 06, 2022	BUY	$73.11 - $83.4 $1.43 Million - $1.63 Million	19,597 New	19,597 $3.21 Million

Others Institutions Holding SCHG

# of Institutions

1,498

Shares Held

739M

Call Options Held

327K

Put Options Held

193K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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Powers Advisory Group, LLC Schwab Strategic Tr Us Large C Transaction History