A detailed history of Smart Portfolios, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Smart Portfolios, LLC holds 29,590 shares of SCHG stock, worth $828,815. This represents 0.96% of its overall portfolio holdings.

Number of Shares
29,590
Previous 7,385 300.68%
Holding current value
$828,815
Previous $769,000 7.15%
% of portfolio
0.96%
Previous 0.84%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025

BUY
$25.93 - $105.3 $575,775 - $2.34 Million
22,205 Added 300.68%
29,590 $824,000
Q3 2024

Oct 30, 2024

SELL
$92.63 - $105.69 $926 - $1,056
-10 Reduced 0.14%
7,385 $769,000
Q2 2024

Jul 22, 2024

BUY
$87.04 - $101.61 $33,510 - $39,119
385 Added 5.49%
7,395 $745,000
Q1 2024

May 01, 2024

BUY
$80.6 - $93.32 $565,006 - $654,173
7,010 New
7,010 $649,000

Others Institutions Holding SCHG

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
Track This Portfolio

Track Smart Portfolios, LLC Portfolio

Follow Smart Portfolios, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Smart Portfolios, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Smart Portfolios, LLC with notifications on news.