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

Schmidt P J Investment Management Inc

  • $562 Million
  • Q2 2025

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 88,111 shares of SCHG stock, worth $2.83 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares
88,111
Previous 79,080 11.42%
Holding current value
$2.83 Million
Previous $1.98 Million 29.95%
% of portfolio
0.46%
Previous 0.37%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 01, 2025
BUY
$22.27 - $29.21 $201,120 - $263,795
9,031 Added 11.42%
88,111 $2.57 Million
Q1 2025

May 21, 2025
BUY
$24.91 - $29.02 $207,226 - $241,417
8,319 Added 11.76%
79,080 $1.98 Million
Q4 2024

Jan 27, 2025
BUY
$25.93 - $105.3 $1.38 Million - $5.59 Million
53,094 Added 300.53%
70,761 $1.97 Million
Q3 2024

Oct 23, 2024
BUY
$92.63 - $105.69 $155,247 - $177,136
1,676 Added 10.48%
17,667 $1.84 Million
Q2 2024

Jul 29, 2024
BUY
$87.04 - $101.61 $222,474 - $259,715
2,556 Added 19.02%
15,991 $1.61 Million
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
1,604
Shares Held
816M
Call Options Held
606K
Put Options Held
163K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
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