Bishop & CO Investment Management, LLC Schwab Strategic Tr Us Large C Transaction History

Bishop & CO Investment Management, LLC

  • $299 Million
  • Q3 2025

A detailed history of Bishop & CO Investment Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Bishop & CO Investment Management, LLC holds 309,238 shares of SCHG stock, worth $9.98 Million. This represents 3.3% of its overall portfolio holdings.

Number of Shares
309,238
Previous 318,001 2.76%
Holding current value
$9.98 Million
Previous $9.29 Million 6.23%
% of portfolio
3.3%
Previous 3.34%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
SELL
$28.92 - $32.19 $253,425 - $282,080
-8,763 Reduced 2.76%
309,238 $9.87 Million
Q2 2025

Aug 14, 2025
BUY
$22.27 - $29.21 $2.51 Million - $3.29 Million
112,596 Added 54.82%
318,001 $9.29 Million
Q1 2025

May 07, 2025
BUY
$24.91 - $29.02 $4.89 Million - $5.7 Million
196,365 Added 2172.18%
205,405 $5.14 Million
Q4 2024

Feb 11, 2025
BUY
$25.93 - $105.3 $175,209 - $711,512
6,757 Added 295.97%
9,040 $251,000
Q1 2024

Apr 25, 2024
BUY
$80.6 - $93.32 $184,009 - $213,049
2,283 New
2,283 $211,000
Q2 2023

Aug 08, 2023
BUY
$63.6 - $74.95 $16.5 Million - $19.5 Million
260,140 Added 6920.46%
263,899 $3.52 Million
Q1 2023

May 08, 2023
SELL
$54.19 - $65.17 $3,739 - $4,496
-69 Reduced 1.8%
3,759 $244,000
Q4 2022

Jan 23, 2023
SELL
$54.31 - $60.76 $216,153 - $241,824
-3,980 Reduced 50.97%
3,828 $213,000
Q3 2022

Nov 03, 2022
SELL
$55.81 - $69.25 $15,180 - $18,836
-272 Reduced 3.37%
7,808 $436,000
Q2 2022

Jul 20, 2022
BUY
$55.73 - $76.55 $450,298 - $618,524
8,080 New
8,080 $469,000

Others Institutions Holding SCHG

# of Institutions
1,683
Shares Held
854M
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
Track This Portfolio

Track Bishop & CO Investment Management, LLC Portfolio

Follow Bishop & CO Investment Management, 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 Bishop & CO Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bishop & CO Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email