Econ Financial Services Corp Schwab Strategic Tr Us Large C Transaction History

Econ Financial Services Corp

$186 Million
Q3 2025

A detailed history of Econ Financial Services Corp transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Econ Financial Services Corp holds 7,017 shares of SCHG stock, worth $226,368. This represents 0.12% of its overall portfolio holdings.

Number of Shares

7,017

Previous 11,741 40.24%

Holding current value

$226,368

Previous $342,000 34.8%

% of portfolio

0.12%

Previous 0.19%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	SELL	$28.92 - $32.19 $136,618 - $152,065	-4,724 Reduced 40.24%	7,017 $223,000
Q2 2025 Aug 04, 2025	SELL	$22.27 - $29.21 $1.69 Million - $2.22 Million	-76,078 Reduced 86.63%	11,741 $342,000
Q1 2025 Apr 23, 2025	BUY	$24.91 - $29.02 $2.19 Million - $2.55 Million	87,819 New	87,819 $2.2 Million
Q2 2024 Aug 12, 2024	BUY	$87.04 - $101.61 $16,798 - $19,610	193 Added 3.66%	5,467 $551,000
Q1 2024 May 15, 2024	SELL	$80.6 - $93.32 $19,102 - $22,116	-237 Reduced 4.3%	5,274 $489,000

Q4 2023 Feb 07, 2024	SELL	$70.08 - $83.37 $140 - $166	-2 Reduced 0.04%	5,511 $457,000
Q3 2023 Nov 09, 2023	BUY	$71.99 - $78.02 $396,880 - $430,124	5,513 New	5,513 $400,000
Q2 2022 Jul 19, 2022	BUY	$55.73 - $76.55 $3.8 Million - $5.23 Million	68,258 New	68,258 $3.96 Million

Others Institutions Holding SCHG

# of Institutions

1,682

Shares Held

854M

Call Options Held

543K

Put Options Held

113K

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About SCHWAB STRATEGIC TR US LARGE-C

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Econ Financial Services Corp Schwab Strategic Tr Us Large C Transaction History