Toth Financial Advisory Corp Schwab Strategic Tr Us Large C Transaction History

Toth Financial Advisory Corp

$795 Million
Q1 2025

A detailed history of Toth Financial Advisory Corp transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Toth Financial Advisory Corp holds 2,896 shares of SCHG stock, worth $79,958. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,896

Previous 3,086 6.16%

Holding current value

$79,958

Previous $86,000 16.28%

% of portfolio

0.01%

Previous 0.01%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	SELL	$24.91 - $29.02 $4,732 - $5,513	-190 Reduced 6.16%	2,896 $72,000
Q4 2024 Jan 21, 2025	BUY	$25.93 - $105.3 $60,183 - $244,401	2,321 Added 303.4%	3,086 $86,000
Q3 2024 Oct 21, 2024	BUY	$92.63 - $105.69 $1,111 - $1,268	12 Added 1.59%	765 $79,000
Q2 2024 Jul 16, 2024	SELL	$87.04 - $101.61 $18,452 - $21,541	-212 Reduced 21.97%	753 $75,000
Q1 2024 Apr 16, 2024	BUY	$80.6 - $93.32 $967 - $1,119	12 Added 1.26%	965 $89,000
Q4 2023 Jan 26, 2024	SELL	$70.08 - $83.37 $7,148 - $8,503	-102 Reduced 9.67%	953 $79,000
Q3 2023 Oct 12, 2023	SELL	$71.99 - $78.02 $99,274 - $107,589	-1,379 Reduced 56.66%	1,055 $76,000
Q2 2023 Jul 24, 2023	BUY	$63.6 - $74.95 $138,012 - $162,641	2,170 Added 821.97%	2,434 $182,000
Q1 2023 Apr 24, 2023	BUY	$54.19 - $65.17 $3,630 - $4,366	67 Added 34.01%	264 $17,000
Q4 2022 Jan 24, 2023	BUY	$54.31 - $60.76 $2,824 - $3,159	52 Added 35.86%	197 $0
Q3 2022 Oct 14, 2022	BUY	$55.81 - $69.25 $4,911 - $6,094	88 Added 154.39%	145 $8,000
Q2 2022 Jul 25, 2022	BUY	$55.73 - $76.55 $3,176 - $4,363	57 New	57 $3,000

Others Institutions Holding SCHG

# of Institutions

1,498

Shares Held

739M

Call Options Held

327K

Put Options Held

193K

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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Toth Financial Advisory Corp Schwab Strategic Tr Us Large C Transaction History