Vital Stone Financial, LLC Schwab Strategic Tr Us Large C Transaction History

Vital Stone Financial, LLC

  • $141 Million
  • Q3 2024

A detailed history of Vital Stone Financial, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Vital Stone Financial, LLC holds 1,257 shares of SCHG stock, worth $40,550. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,257
Previous 452 178.1%
Holding current value
$40,550
Previous $45,000 188.89%
% of portfolio
0.09%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024
BUY
$92.63 - $105.69 $74,567 - $85,080
805 Added 178.1%
1,257 $130,000
Q2 2024

Aug 07, 2024
BUY
$87.04 - $101.61 $39,342 - $45,927
452 New
452 $45,000
Q2 2023

Aug 21, 2023
SELL
$63.6 - $74.95 $219,738 - $258,952
-3,455 Reduced 99.77%
8 $1,000
Q1 2023

May 12, 2023
BUY
$54.19 - $65.17 $187,226 - $225,162
3,455 Added 43187.5%
3,463 $568,000
Q4 2022

Jan 30, 2023
BUY
$54.31 - $60.76 $434 - $486
8 New
8 $0

Others Institutions Holding SCHG

# of Institutions
1,687
Shares Held
855M
Call Options Held
543K
Put Options Held
113K
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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