Sharkey, Howes & Javer Schwab Strategic Tr Us Large C Transaction History

Sharkey, Howes & Javer

$676 Million
Q4 2024

A detailed history of Sharkey, Howes & Javer transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Sharkey, Howes & Javer holds 15,792 shares of SCHG stock, worth $448,808. This represents 0.07% of its overall portfolio holdings.

Number of Shares

15,792

Previous 3,948 300.0%

Holding current value

$448,808

Previous $411,000 7.06%

% of portfolio

0.07%

Previous 0.06%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	BUY	$25.93 - $105.3 $307,114 - $1.25 Million	11,844 Added 300.0%	15,792 $440,000
Q3 2023 Oct 31, 2023	SELL	$71.99 - $78.02 $103,233 - $111,880	-1,434 Reduced 26.64%	3,948 $287,000
Q1 2023 Apr 18, 2023	BUY	$54.19 - $65.17 $30,129 - $36,234	556 Added 11.52%	5,382 $350,000
Q1 2022 Apr 25, 2022	BUY	$65.63 - $82.62 $158,365 - $199,362	2,413 Added 100.0%	4,826 $361,000
Q4 2021 Feb 03, 2022	SELL	$73.11 - $83.4 $8,115 - $9,257	-111 Reduced 4.4%	2,413 $395,000
Q3 2021 Oct 29, 2021	SELL	$73.24 - $78.94 $101,876 - $109,805	-1,391 Reduced 35.53%	2,524 $374,000
Q2 2021 Jul 28, 2021	SELL	$65.3 - $73.24 $153,585 - $172,260	-2,352 Reduced 37.53%	3,915 $571,000
Q4 2020 Feb 04, 2021	SELL	$55.95 - $64.38 $49,068 - $56,461	-877 Reduced 12.28%	6,267 $805,000
Q3 2020 Oct 21, 2020	SELL	$51.42 - $61.56 $205 - $246	-4 Reduced 0.06%	7,144 $823,000
Q2 2020 Jul 22, 2020	SELL	$37.99 - $51.32 $31,417 - $42,441	-827 Reduced 10.37%	7,148 $726,000
Q1 2020 Apr 24, 2020	SELL	$34.6 - $51.17 $198,119 - $292,999	-5,726 Reduced 41.79%	7,975 $635,000
Q4 2019 Jan 28, 2020	SELL	$40.97 - $46.72 $32,735 - $37,329	-799 Reduced 5.51%	13,701 $1.27 Million
Q3 2019 Nov 01, 2019	SELL	$41.7 - $42.86 $8,298 - $8,529	-199 Reduced 1.35%	14,500 $1.22 Million
Q1 2019 Apr 18, 2019	SELL	N/A	-2,365 Reduced 13.86%	14,699 $1.17 Million
Q4 2018 Jan 25, 2019	SELL	N/A	-556 Reduced 3.16%	17,064 $1.18 Million
Q3 2018 Oct 19, 2018	BUY	N/A	1,746 Added 11.0%	17,620 $1.45 Million
Q2 2018 Jul 26, 2018	BUY	N/A	2,356 Added 17.43%	15,874 $1.2 Million
Q1 2018 Apr 26, 2018	SELL	N/A	-1,355 Reduced 9.11%	13,518 $969,000
Q4 2017 Feb 15, 2018	SELL	N/A	-661,770 Reduced 97.8%	14,873 $1.05 Million
Q4 2017 Feb 14, 2018	BUY	N/A	661,035 Added 4235.23%	676,643 $36 Million
Q3 2017 Oct 11, 2017	BUY	N/A	15,608	15,608 $1.04 Million

Others Institutions Holding SCHG

# of Institutions

1,407

Shares Held

1.99B

Call Options Held

167K

Put Options Held

96.6K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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Sharkey, Howes & Javer Schwab Strategic Tr Us Large C Transaction History