All Gen Financial Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History

All Gen Financial Advisors, Inc.

$298 Billion
Q4 2024

A detailed history of All Gen Financial Advisors, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, All Gen Financial Advisors, Inc. holds 431,967 shares of SCHG stock, worth $12.5 Million. This represents 4.04% of its overall portfolio holdings.

Number of Shares

431,967

Previous 116,995 269.22%

Holding current value

$12.5 Million

Previous $12.2 Billion 1.23%

% of portfolio

4.04%

Previous 3.96%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$25.93 - $105.3 $8.17 Million - $33.2 Million	314,972 Added 269.22%	431,967 $12 Billion
Q3 2024 Oct 24, 2024	SELL	$92.63 - $105.69 $2.01 Million - $2.3 Million	-21,715 Reduced 15.65%	116,995 $12.2 Billion
Q2 2024 Aug 12, 2024	SELL	$87.04 - $101.61 $179,302 - $209,316	-2,060 Reduced 1.46%	138,710 $14 Billion
Q1 2024 Apr 23, 2024	SELL	$80.6 - $93.32 $981,869 - $1.14 Million	-12,182 Reduced 7.96%	140,770 $13.1 Billion
Q4 2023 Feb 06, 2024	BUY	$70.08 - $83.37 $6.89 Million - $8.2 Million	98,323 Added 179.98%	152,952 $12.7 Billion
Q3 2023 Oct 16, 2023	BUY	$71.99 - $78.02 $3.93 Million - $4.26 Million	54,629 New	54,629 $3.97 Billion

Others Institutions Holding SCHG

# of Institutions

1,448

Shares Held

2.24B

Call Options Held

264K

Put Options Held

98K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
Sector ETFs
Industry ETFs

More about SCHG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of All Gen Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on All Gen Financial Advisors, Inc. with notifications on news.

Account

All Gen Financial Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History