Schmidt P J Investment Management Inc Schwab Strategic Tr Us Large C Transaction History

Schmidt P J Investment Management Inc

  • $530 Million
  • Q1 2024

A detailed history of Schmidt P J Investment Management Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Schmidt P J Investment Management Inc holds 13,435 shares of SCHG stock, worth $1.41 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
13,435
Previous 7,399 81.58%
Holding current value
$1.41 Million
Previous $613,000 103.1%
% of portfolio
0.24%
Previous 0.12%

Shares

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

Apr 26, 2024
BUY
$80.6 - $93.32 $486,501 - $563,279
6,036 Added 81.58%
13,435 $1.25 Million
Q4 2023

Jan 29, 2024
BUY
$70.08 - $83.37 $51,929 - $61,777
741 Added 11.13%
7,399 $613,000
Q3 2023

Oct 20, 2023
BUY
$71.99 - $78.02 $56,152 - $60,855
780 Added 13.27%
6,658 $484,000
Q2 2023

Jul 26, 2023
BUY
$63.6 - $74.95 $373,840 - $440,556
5,878 New
5,878 $440,000

Others Institutions Holding SCHG

# of Institutions
1,190
Shares Held
165M
Call Options Held
148K
Put Options Held
24.3K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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