Strategic Planning Group, LLC Schwab Strategic Tr Us Large C Transaction History

Strategic Planning Group, LLC

  • $511 Billion
  • Q1 2025

A detailed history of Strategic Planning Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Strategic Planning Group, LLC holds 594,965 shares of SCHG stock, worth $14.1 Million. This represents 2.92% of its overall portfolio holdings.

Number of Shares
594,965
Previous 577,696 2.99%
Holding current value
$14.1 Million
Previous $16.1 Billion 7.47%
% of portfolio
2.92%
Previous 2.96%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 10, 2025
BUY
$24.91 - $29.02 $430,170 - $501,146
17,269 Added 2.99%
594,965 $14.9 Billion
Q4 2024

Jan 23, 2025
BUY
$25.93 - $105.3 $11.4 Million - $46.3 Million
439,860 Added 319.12%
577,696 $16.1 Billion
Q3 2024

Oct 16, 2024
BUY
$92.63 - $105.69 $111,248 - $126,933
1,201 Added 0.88%
137,836 $14.4 Billion
Q2 2024

Aug 02, 2024
BUY
$87.04 - $101.61 $720,865 - $841,534
8,282 Added 6.45%
136,635 $13.8 Billion
Q1 2024

Apr 12, 2024
BUY
$80.6 - $93.32 $10.3 Million - $12 Million
128,353 New
128,353 $11.9 Billion

Others Institutions Holding SCHG

# of Institutions
1,487
Shares Held
2.27B
Call Options Held
296K
Put Options Held
153K
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 Strategic Planning Group, LLC Portfolio

Follow Strategic Planning Group, 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 Strategic Planning Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Planning Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email