Certified Advisory Corp Schwab Strategic Tr Us Large C Transaction History

Certified Advisory Corp

$910 Million
Q4 2024

A detailed history of Certified Advisory Corp transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Certified Advisory Corp holds 295,657 shares of SCHG stock, worth $8.54 Million. This represents 0.91% of its overall portfolio holdings.

Number of Shares

295,657

Previous 71,635 312.73%

Holding current value

$8.54 Million

Previous $7.46 Million 10.41%

% of portfolio

0.91%

Previous 0.85%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$25.93 - $105.3 $5.81 Million - $23.6 Million	224,022 Added 312.73%	295,657 $8.24 Million
Q3 2024 Nov 12, 2024	BUY	$92.63 - $105.69 $245,654 - $280,289	2,652 Added 3.84%	71,635 $7.46 Million
Q2 2024 Aug 13, 2024	BUY	$87.04 - $101.61 $173,035 - $202,000	1,988 Added 2.97%	68,983 $6.96 Million
Q1 2024 May 10, 2024	BUY	$80.6 - $93.32 $374,306 - $433,378	4,644 Added 7.45%	66,995 $6.21 Million
Q4 2023 Feb 09, 2024	BUY	$70.08 - $83.37 $243,177 - $289,293	3,470 Added 5.89%	62,351 $5.17 Million
Q3 2023 Nov 13, 2023	BUY	$71.99 - $78.02 $550,075 - $596,150	7,641 Added 14.91%	58,881 $4.28 Million
Q2 2023 Aug 14, 2023	BUY	$63.6 - $74.95 $268,900 - $316,888	4,228 Added 8.99%	51,240 $3.84 Million
Q1 2023 May 15, 2023	BUY	$54.19 - $65.17 $267,156 - $321,288	4,930 Added 11.72%	47,012 $3.06 Million
Q4 2022 Feb 14, 2023	BUY	$54.31 - $60.76 $2.29 Million - $2.56 Million	42,082 New	42,082 $2.34 Million

Others Institutions Holding SCHG

# of Institutions

1,352

Shares Held

1.82B

Call Options Held

140K

Put Options Held

91.5K

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About SCHWAB STRATEGIC TR US LARGE-C

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Certified Advisory Corp Schwab Strategic Tr Us Large C Transaction History