A detailed history of Financial Sense Advisors, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Financial Sense Advisors, Inc. holds 8,455 shares of SCHG stock, worth $244,349. This represents 0.27% of its overall portfolio holdings.

Number of Shares
8,455
Previous 8,255 2.42%
Holding current value
$244,349
Previous $832,000 5.77%
% of portfolio
0.27%
Previous 0.29%

Shares

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

Oct 31, 2024

BUY
$92.63 - $105.69 $18,526 - $21,138
200 Added 2.42%
8,455 $880,000
Q2 2024

Jul 23, 2024

BUY
$87.04 - $101.61 $71,633 - $83,625
823 Added 11.07%
8,255 $832,000
Q1 2024

Apr 19, 2024

BUY
$80.6 - $93.32 $219,876 - $254,576
2,728 Added 57.99%
7,432 $689,000
Q4 2023

Jan 12, 2024

BUY
$70.08 - $83.37 $329,656 - $392,172
4,704 New
4,704 $390,000

Others Institutions Holding SCHG

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
Track This Portfolio

Track Financial Sense Advisors, Inc. Portfolio

Follow Financial Sense Advisors, Inc. 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 Financial Sense Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Financial Sense Advisors, Inc. with notifications on news.