Financial Strategies Group, Inc. Schwab Strategic Tr Us Large C Transaction History

Financial Strategies Group, Inc.

$423 Million
Q4 2024

A detailed history of Financial Strategies Group, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Financial Strategies Group, Inc. holds 68,468 shares of SCHV stock, worth $1.77 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares

68,468

Previous 64,915 5.47%

Holding current value

$1.77 Million

Previous $5.22 Million 65.8%

% of portfolio

0.42%

Previous 1.11%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$25.79 - $80.4 $91,631 - $285,661	3,553 Added 5.47%	68,468 $1.78 Million
Q3 2024 Oct 31, 2024	BUY	$73.43 - $80.37 $3.1 Million - $3.39 Million	42,196 Added 185.73%	64,915 $5.22 Million
Q2 2024 Jul 17, 2024	SELL	$71.74 - $75.86 $9,110 - $9,634	-127 Reduced 0.56%	22,719 $1.68 Million
Q1 2024 Apr 18, 2024	SELL	$68.82 - $75.98 $79,968 - $88,288	-1,162 Reduced 4.84%	22,846 $1.74 Million
Q4 2023 Jan 30, 2024	SELL	$61.16 - $70.24 $121,647 - $139,707	-1,989 Reduced 7.65%	24,008 $1.68 Million
Q3 2023 Oct 18, 2023	BUY	$64.45 - $69.39 $134,442 - $144,747	2,086 Added 8.72%	25,997 $1.68 Million
Q2 2023 Jul 13, 2023	SELL	$63.33 - $67.21 $93,475 - $99,201	-1,476 Reduced 5.81%	23,911 $1.6 Million
Q1 2023 May 02, 2023	BUY	$62.59 - $69.3 $65,093 - $72,072	1,040 Added 4.27%	25,387 $1.66 Million
Q4 2022 Feb 10, 2023	BUY	$59.13 - $69.24 $57,651 - $67,509	975 Added 4.17%	24,347 $1.61 Million
Q3 2022 Oct 26, 2022	BUY	$58.51 - $69.02 $760 - $897	13 Added 0.06%	23,372 $0
Q2 2022 Aug 08, 2022	BUY	$60.93 - $72.3 $973,783 - $1.16 Million	15,982 Added 216.65%	23,359 $1.46 Million
Q1 2022 Apr 29, 2022	BUY	$67.71 - $74.19 $499,496 - $547,299	7,377 New	7,377 $527,000

Others Institutions Holding SCHV

# of Institutions

885

Shares Held

322M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
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Financial Strategies Group, Inc. Schwab Strategic Tr Us Large C Transaction History