A detailed history of Sky Oak Wealth, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 179,990 shares of SCHG stock, worth $4.93 Million. This represents 4.22% of its overall portfolio holdings.

Number of Shares
179,990
Previous 177,141 1.61%
Holding current value
$4.93 Million
Previous $17.9 Million 4.98%
% of portfolio
4.22%
Previous 4.18%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

BUY
$92.63 - $105.69 $263,902 - $301,110
2,849 Added 1.61%
179,990 $18.8 Million
Q2 2024

Aug 12, 2024

BUY
$87.04 - $101.61 $274,959 - $320,985
3,159 Added 1.82%
177,141 $17.9 Million
Q1 2024

Apr 29, 2024

SELL
$80.6 - $93.32 $328,928 - $380,838
-4,081 Reduced 2.29%
173,982 $16.1 Million
Q4 2023

Jan 12, 2024

BUY
$70.08 - $83.37 $881,466 - $1.05 Million
12,578 Added 7.6%
178,063 $14.8 Million
Q3 2023

Oct 24, 2023

BUY
$71.99 - $78.02 $653,453 - $708,187
9,077 Added 5.8%
165,485 $12 Million
Q2 2023

Jul 20, 2023

BUY
$63.6 - $74.95 $1.16 Million - $1.36 Million
18,179 Added 13.15%
156,408 $11.7 Million
Q1 2023

May 02, 2023

BUY
$54.19 - $65.17 $1.24 Million - $1.5 Million
22,965 Added 19.92%
138,229 $9.01 Million
Q4 2022

Jan 26, 2023

BUY
$54.31 - $60.76 $136,915 - $153,175
2,521 Added 2.24%
115,264 $0
Q3 2022

Oct 25, 2022

BUY
$55.81 - $69.25 $2.08 Million - $2.59 Million
37,356 Added 49.55%
112,743 $6.29 Million
Q2 2022

Jul 26, 2022

SELL
$55.73 - $76.55 $34,385 - $47,231
-617 Reduced 0.81%
75,387 $4.37 Million
Q1 2022

Apr 18, 2022

BUY
$65.63 - $82.62 $2.95 Million - $3.71 Million
44,963 Added 144.85%
76,004 $5.69 Million
Q4 2021

Jan 24, 2022

BUY
$73.11 - $83.4 $236,437 - $269,715
3,234 Added 11.63%
31,041 $5.08 Million
Q3 2021

Oct 21, 2021

BUY
$73.24 - $78.94 $28,270 - $30,470
386 Added 1.41%
27,807 $4.12 Million
Q2 2021

Jul 19, 2021

BUY
$65.3 - $73.24 $285,556 - $320,278
4,373 Added 18.97%
27,421 $4 Million
Q1 2021

Apr 29, 2021

BUY
$61.41 - $68.35 $200,749 - $223,436
3,269 Added 16.53%
23,048 $3.24 Million
Q4 2020

Feb 02, 2021

BUY
$55.95 - $64.38 $133,888 - $154,061
2,393 Added 13.76%
19,779 $2.54 Million
Q3 2020

Nov 03, 2020

BUY
$51.42 - $61.56 $285,021 - $341,227
5,543 Added 46.8%
17,386 $2 Million
Q2 2020

Aug 10, 2020

BUY
$37.99 - $51.32 $449,915 - $607,782
11,843 New
11,843 $1.2 Million
Q1 2020

May 04, 2020

SELL
$34.6 - $51.17 $221,405 - $327,436
-6,399 Closed
0 $0
Q4 2019

Feb 04, 2020

BUY
$40.97 - $46.72 $262,167 - $298,961
6,399 New
6,399 $595,000

Others Institutions Holding SCHG

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
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