Souders Financial Advisors Schwab Strategic Tr Us Large C Transaction History

Souders Financial Advisors

  • $639 Million
  • Q2 2024

A detailed history of Souders Financial Advisors transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Souders Financial Advisors holds 187,575 shares of SCHG stock, worth $19.1 Million. This represents 2.96% of its overall portfolio holdings.

Number of Shares
187,575
Previous 180,372 3.99%
Holding current value
$19.1 Million
Previous $16.7 Million 13.1%
% of portfolio
2.96%
Previous 2.74%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 28, 2024
BUY
$87.04 - $101.61 $626,949 - $731,896
7,203 Added 3.99%
187,575 $18.9 Million
Q1 2024

May 08, 2024
SELL
$80.6 - $93.32 $774,243 - $896,431
-9,606 Reduced 5.06%
180,372 $16.7 Million
Q4 2023

Jan 24, 2024
BUY
$70.08 - $83.37 $218,859 - $260,364
3,123 Added 1.67%
189,978 $15.8 Million
Q3 2023

Nov 06, 2023
SELL
$71.99 - $78.02 $1.27 Million - $1.37 Million
-17,584 Reduced 8.6%
186,855 $13.6 Million
Q2 2023

Aug 09, 2023
BUY
$63.6 - $74.95 $831,760 - $980,196
13,078 Added 6.83%
204,439 $15.3 Million
Q1 2023

May 09, 2023
BUY
$54.19 - $65.17 $1.28 Million - $1.54 Million
23,584 Added 14.06%
191,361 $12.5 Million
Q4 2022

Feb 13, 2023
BUY
$54.31 - $60.76 $527,295 - $589,918
9,709 Added 6.14%
167,777 $9.32 Million
Q3 2022

Nov 10, 2022
BUY
N/A
10,134 Added 6.85%
158,068 $8.82 Million
Q2 2022

Aug 05, 2022
BUY
N/A
10,342 Added 7.52%
147,934 $8.58 Million
Q1 2022

May 04, 2022
BUY
N/A
72,582 Added 111.65%
137,592 $10.3 Million
Q4 2021

Feb 04, 2022
BUY
N/A
1,781 Added 2.82%
65,010 $10.6 Million
Q3 2021

Nov 03, 2021
BUY
N/A
1,459 Added 2.36%
63,229 $9.36 Million
Q2 2021

Aug 09, 2021
BUY
N/A
1,313 Added 2.17%
61,770 $9.02 Million
Q1 2021

May 13, 2021
SELL
N/A
-24,444 Reduced 28.79%
60,457 $7.85 Million
Q4 2020

Feb 09, 2021
BUY
N/A
2,996 Added 3.66%
84,901 $10.9 Million
Q3 2020

Nov 12, 2020
BUY
N/A
4,365 Added 5.63%
81,905 $9.69 Million
Q2 2020

Aug 11, 2020
BUY
N/A
68,085 Added 720.1%
77,540 $7.87 Million
Q1 2020

May 12, 2020
BUY
N/A
9,455 New
9,455 $753,000

Others Institutions Holding SCHG

# of Institutions
1,254
Shares Held
169M
Call Options Held
87.2K
Put Options Held
25.8K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
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