A detailed history of Guerra Pan Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Guerra Pan Advisors, LLC holds 18,717 shares of SCHG stock, worth $500,305. This represents 1.58% of its overall portfolio holdings.

Number of Shares
18,717
Previous 16,274 15.01%
Holding current value
$500,305
Previous $1.51 Billion 25.08%
% of portfolio
1.58%
Previous 1.4%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$87.04 - $101.61 $212,638 - $248,233
2,443 Added 15.01%
18,717 $1.89 Billion
Q1 2024

May 13, 2024

BUY
$80.6 - $93.32 $70,686 - $81,841
877 Added 5.7%
16,274 $1.51 Billion
Q4 2023

Jan 30, 2024

BUY
$70.08 - $83.37 $610,747 - $726,569
8,715 Added 130.43%
15,397 $1.28 Billion
Q3 2023

Nov 09, 2023

BUY
$71.99 - $78.02 $141,532 - $153,387
1,966 Added 41.69%
6,682 $486 Million
Q2 2023

Aug 08, 2023

BUY
$63.6 - $74.95 $299,937 - $353,464
4,716 New
4,716 $353 Million

Others Institutions Holding SCHG

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
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