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

Powers Advisory Group, LLC

$183 Million
Q2 2024

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 65,231 shares of SCHG stock, worth $6.79 Million. This represents 3.59% of its overall portfolio holdings.

Number of Shares

65,231

Previous 61,570 5.95%

Holding current value

$6.79 Million

Previous $5.71 Million 15.22%

% of portfolio

3.59%

Previous 3.27%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,255

Shares Held

169M

Call Options Held

87.2K

Put Options Held

25.8K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
Sector ETFs
Industry ETFs

More about SCHG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Powers Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Powers Advisory Group, LLC with notifications on news.

Account

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