Roundview Capital LLC Schwab Strategic Tr Us Large C Transaction History

Roundview Capital LLC

  • $1.35 Billion
  • Q3 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 $135,633. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,791
Previous 4,791 -0.0%
Holding current value
$135,633
Previous $483,000 3.31%
% 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
1,314
Shares Held
181M
Call Options Held
140K
Put Options Held
91.5K
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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