Roundview Capital LLC Schwab Strategic Tr Us Large C Transaction History

Roundview Capital LLC

  • $1.25 Billion
  • Q2 2024

A detailed history of Roundview Capital LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Roundview Capital LLC holds 4,791 shares of SCHG stock, worth $498,599. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,791
Previous 4,791 -0.0%
Holding current value
$498,599
Previous $444,000 8.78%
% of portfolio
0.04%
Previous 0.04%

Shares

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

May 06, 2024
SELL
$80.6 - $93.32 $322 - $373
-4 Reduced 0.08%
4,791 $444,000
Q1 2023

May 09, 2023
BUY
$54.19 - $65.17 $216 - $260
4 Added 0.08%
4,795 $312,000
Q3 2022

Nov 10, 2022
BUY
$55.81 - $69.25 $16,687 - $20,705
299 Added 6.66%
4,791 $267,000
Q1 2022

May 11, 2022
BUY
$65.63 - $82.62 $147,404 - $185,564
2,246 Added 100.0%
4,492 $336,000
Q4 2020

Feb 08, 2021
BUY
$55.95 - $64.38 $125,663 - $144,597
2,246 New
2,246 $288,000

Others Institutions Holding SCHG

# of Institutions
1,254
Shares Held
170M
Call Options Held
87.2K
Put Options Held
25.8K
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 Roundview Capital LLC Portfolio

Follow Roundview Capital 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 Roundview Capital LLC, based on Form 13F filings with the SEC.

News

Stay updated on Roundview Capital LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email