Jfg Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History

Jfg Wealth Management, LLC

  • $351 Million
  • Q2 2024

A detailed history of Jfg Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Jfg Wealth Management, LLC holds 12,816 shares of SCHG stock, worth $343,596. This represents 0.37% of its overall portfolio holdings.

Number of Shares
12,816
Previous 12,816 -0.0%
Holding current value
$343,596
Previous $1.19 Million 8.75%
% of portfolio
0.37%
Previous 0.32%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024
SELL
$80.6 - $93.32 $235,996 - $273,240
-2,928 Reduced 18.6%
12,816 $1.19 Million
Q4 2023

Feb 06, 2024
BUY
$70.08 - $83.37 $1,261 - $1,500
18 Added 0.11%
15,744 $1.31 Million
Q3 2023

Nov 07, 2023
BUY
$71.99 - $78.02 $106,833 - $115,781
1,484 Added 10.42%
15,726 $1.14 Million
Q2 2023

Jul 31, 2023
BUY
$63.6 - $74.95 $1,144 - $1,349
18 Added 0.13%
14,242 $1.07 Million
Q1 2023

May 09, 2023
BUY
$54.19 - $65.17 $1,029 - $1,238
19 Added 0.13%
14,224 $926,000
Q4 2022

Feb 01, 2023
BUY
$54.31 - $60.76 $771,473 - $863,095
14,205 New
14,205 $789,000

Others Institutions Holding SCHG

# of Institutions
1,277
Shares Held
172M
Call Options Held
87.2K
Put Options Held
27.4K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
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