Rocky Mountain Advisers, LLC Schwab Strategic Tr Us Large C Transaction History

Rocky Mountain Advisers, LLC

  • $119 Million
  • Q1 2024

A detailed history of Rocky Mountain Advisers, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Rocky Mountain Advisers, LLC holds 5,290 shares of SCHG stock, worth $552,170. This represents 0.41% of its overall portfolio holdings.

Number of Shares
5,290
Previous 5,690 7.03%
Holding current value
$552,170
Previous $472,000 3.81%
% of portfolio
0.41%
Previous 0.44%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 26, 2024
SELL
$80.6 - $93.32 $32,239 - $37,328
-400 Reduced 7.03%
5,290 $490,000
Q1 2022

Apr 27, 2022
BUY
N/A
2,845 Added 100.0%
5,690 $426,000
Q3 2020

Oct 21, 2020
SELL
N/A
-439 Reduced 13.37%
2,845 $328,000
Q2 2020

Jul 27, 2020
BUY
N/A
1 Added 0.03%
3,284 $333,000
Q1 2020

Apr 29, 2020
BUY
N/A
1 Added 0.03%
3,283 $261,000
Q4 2019

Jan 31, 2020
BUY
N/A
2 Added 0.06%
3,282 $305,000
Q3 2019

Oct 25, 2019
BUY
N/A
1 Added 0.03%
3,280 $276,000
Q1 2019

Apr 25, 2019
BUY
N/A
2 Added 0.06%
3,279 $260,000
Q4 2018

Jan 22, 2019
BUY
N/A
2 Added 0.06%
3,277 $226,000
Q3 2018

Oct 23, 2018
BUY
N/A
1 Added 0.03%
3,275 $269,000
Q1 2018

May 16, 2018
BUY
N/A
1 Added 0.03%
3,274 $235,000
Q4 2017

Feb 14, 2018
SELL
N/A
-6 Reduced 0.18%
3,273 $231,000
Q3 2017

Nov 14, 2017
BUY
N/A
434 Added 15.25%
3,279 $217,000
Q2 2017

Aug 14, 2017
BUY
N/A
2,845
2,845 $180,000

Others Institutions Holding SCHG

# of Institutions
1,188
Shares Held
165M
Call Options Held
148K
Put Options Held
24.3K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
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