Smith Chas P & Associates Pa Cpas Schwab Strategic Tr Us Large C Transaction History

Smith Chas P & Associates Pa Cpas

  • $1.77 Billion
  • Q3 2024

A detailed history of Smith Chas P & Associates Pa Cpas transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Smith Chas P & Associates Pa Cpas holds 4,756 shares of SCHG stock, worth $134,642. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,756
Previous 4,756 -0.0%
Holding current value
$134,642
Previous $479,000 3.34%
% of portfolio
0.03%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 01, 2024
SELL
$70.08 - $83.37 $126,844 - $150,899
-1,810 Reduced 27.57%
4,756 $395,000
Q3 2023

Nov 02, 2023
BUY
$71.99 - $78.02 $130,301 - $141,216
1,810 Added 38.06%
6,566 $477,000
Q1 2022

May 12, 2022
BUY
$65.63 - $82.62 $156,068 - $196,470
2,378 Added 100.0%
4,756 $356,000
Q2 2020

Aug 13, 2020
BUY
$37.99 - $51.32 $90,340 - $122,038
2,378 New
2,378 $241,000
Q1 2020

May 11, 2020
SELL
$34.6 - $51.17 $82,278 - $121,682
-2,378 Closed
0 $0
Q4 2019

Feb 04, 2020
BUY
$40.97 - $46.72 $97,426 - $111,100
2,378 New
2,378 $221,000

Others Institutions Holding SCHG

# of Institutions
1,314
Shares Held
181M
Call Options Held
140K
Put Options Held
91.5K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
Track This Portfolio

Track Smith Chas P & Associates Pa Cpas Portfolio

Follow Smith Chas P & Associates Pa Cpas 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 Smith Chas P & Associates Pa Cpas, based on Form 13F filings with the SEC.

News

Stay updated on Smith Chas P & Associates Pa Cpas with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email