Financial Planning & Information Services, Inc. Schwab Strategic Tr Us Large C Transaction History

Financial Planning & Information Services, Inc.

  • $725 Million
  • Q3 2024

A detailed history of Financial Planning & Information Services, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Financial Planning & Information Services, Inc. holds 199,772 shares of SCHG stock, worth $5.78 Million. This represents 2.87% of its overall portfolio holdings.

Number of Shares
199,772
Previous 162,446 22.98%
Holding current value
$5.78 Million
Previous $16.4 Million 27.05%
% of portfolio
2.87%
Previous 2.5%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$92.63 - $105.69 $3.46 Million - $3.94 Million
37,326 Added 22.98%
199,772 $20.8 Million
Q2 2024

Aug 13, 2024
BUY
$87.04 - $101.61 $622,945 - $727,222
7,157 Added 4.61%
162,446 $16.4 Million
Q1 2024

May 14, 2024
BUY
$80.6 - $93.32 $7.97 Million - $9.23 Million
98,883 Added 175.31%
155,289 $14.4 Million
Q3 2023

Nov 14, 2023
BUY
$71.99 - $78.02 $796,641 - $863,369
11,066 Added 24.41%
56,406 $4.1 Million
Q2 2023

Aug 11, 2023
BUY
$63.6 - $74.95 $645,540 - $760,742
10,150 Added 28.84%
45,340 $3.4 Million
Q1 2023

May 02, 2023
BUY
$54.19 - $65.17 $1.2 Million - $1.44 Million
22,131 Added 169.47%
35,190 $2.29 Million
Q4 2022

Feb 13, 2023
BUY
$54.31 - $60.76 $709,234 - $793,464
13,059 New
13,059 $725,000

Others Institutions Holding SCHG

# of Institutions
1,314
Shares Held
181M
Call Options Held
140K
Put Options Held
91.5K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
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