Ehrlich Financial Group Schwab Strategic Tr Us Large C Transaction History

Ehrlich Financial Group

  • $137 Billion
  • Q1 2025

A detailed history of Ehrlich Financial Group transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Ehrlich Financial Group holds 15,901 shares of SCHG stock, worth $397,843. This represents 0.29% of its overall portfolio holdings.

Number of Shares
15,901
Previous 16,253 2.17%
Holding current value
$397,843
Previous $453 Million 12.1%
% of portfolio
0.29%
Previous 0.32%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 11, 2025
SELL
$24.91 - $29.02 $8,768 - $10,215
-352 Reduced 2.17%
15,901 $398 Million
Q4 2024

Jan 13, 2025
BUY
$25.93 - $105.3 $342,509 - $1.39 Million
13,209 Added 433.94%
16,253 $453 Million
Q3 2024

Oct 07, 2024
BUY
$92.63 - $105.69 $926 - $1,056
10 Added 0.33%
3,044 $317 Million
Q2 2024

Jul 12, 2024
BUY
$87.04 - $101.61 $36,730 - $42,879
422 Added 16.16%
3,034 $306 Million
Q4 2023

Feb 13, 2024
BUY
$70.08 - $83.37 $183,048 - $217,762
2,612 New
2,612 $217 Million

Others Institutions Holding SCHG

# of Institutions
1,485
Shares Held
2.27B
Call Options Held
296K
Put Options Held
153K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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