A detailed history of Jfs Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 60,373 shares of SCHG stock, worth $1.75 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares
60,373
Previous 60,837 0.76%
Holding current value
$1.75 Million
Previous $6.13 Million 2.53%
% of portfolio
0.42%
Previous 0.48%

Shares

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

Oct 25, 2024

SELL
$92.63 - $105.69 $42,980 - $49,040
-464 Reduced 0.76%
60,373 $6.29 Million
Q2 2024

Jul 15, 2024

SELL
$87.04 - $101.61 $221,168 - $258,191
-2,541 Reduced 4.01%
60,837 $6.13 Million
Q1 2024

Apr 30, 2024

SELL
$80.6 - $93.32 $1.09 Million - $1.26 Million
-13,496 Reduced 17.56%
63,378 $5.88 Million
Q4 2023

Feb 07, 2024

SELL
$70.08 - $83.37 $243,948 - $290,210
-3,481 Reduced 4.33%
76,874 $6.38 Million
Q3 2023

Nov 02, 2023

SELL
$71.99 - $78.02 $23,684 - $25,668
-329 Reduced 0.41%
80,355 $5.84 Million
Q2 2023

Aug 07, 2023

SELL
$63.6 - $74.95 $103,858 - $122,393
-1,633 Reduced 1.98%
80,684 $6.05 Million
Q1 2023

Apr 19, 2023

SELL
$54.19 - $65.17 $40,750 - $49,007
-752 Reduced 0.91%
82,317 $5.36 Million
Q4 2022

Feb 13, 2023

SELL
$54.31 - $60.76 $403,577 - $451,507
-7,431 Reduced 8.21%
83,069 $4.62 Million
Q3 2022

Oct 21, 2022

BUY
$55.81 - $69.25 $16,129 - $20,013
289 Added 0.32%
90,500 $5.05 Million
Q2 2022

Aug 02, 2022

SELL
$55.73 - $76.55 $84,821 - $116,509
-1,522 Reduced 1.66%
90,211 $5.23 Million
Q1 2022

May 02, 2022

BUY
$65.63 - $82.62 $2.65 Million - $3.34 Million
40,442 Added 78.85%
91,733 $6.86 Million
Q4 2021

Feb 03, 2022

BUY
$73.11 - $83.4 $125,310 - $142,947
1,714 Added 3.46%
51,291 $8.4 Million
Q3 2021

Nov 09, 2021

SELL
$73.24 - $78.94 $586,359 - $631,993
-8,006 Reduced 13.9%
49,577 $7.34 Million
Q2 2021

Aug 04, 2021

SELL
$65.3 - $73.24 $862,874 - $967,793
-13,214 Reduced 18.66%
57,583 $8.41 Million
Q1 2021

Apr 28, 2021

BUY
$61.41 - $68.35 $124,293 - $138,340
2,024 Added 2.94%
70,797 $9.19 Million
Q4 2020

Feb 01, 2021

SELL
$55.95 - $64.38 $46,830 - $53,886
-837 Reduced 1.2%
68,773 $8.83 Million
Q3 2020

Oct 28, 2020

BUY
$51.42 - $61.56 $288,363 - $345,228
5,608 Added 8.76%
69,610 $8.02 Million
Q2 2020

Aug 05, 2020

BUY
$37.99 - $51.32 $737,119 - $995,761
19,403 Added 43.51%
64,002 $6.5 Million
Q1 2020

Apr 29, 2020

SELL
$34.6 - $51.17 $36,087 - $53,370
-1,043 Reduced 2.29%
44,599 $3.55 Million
Q4 2019

Feb 03, 2020

SELL
$40.97 - $46.72 $2,294 - $2,616
-56 Reduced 0.12%
45,642 $4.24 Million
Q3 2019

Oct 31, 2019

SELL
$41.7 - $42.86 $57,879 - $59,489
-1,388 Reduced 2.95%
45,698 $3.84 Million
Q2 2019

Aug 06, 2019

SELL
N/A
-3,033 Reduced 6.05%
47,086 $3.92 Million
Q1 2019

Apr 23, 2019

SELL
N/A
-714 Reduced 1.4%
50,119 $3.98 Million
Q4 2018

Jan 28, 2019

SELL
N/A
-2,078 Reduced 3.93%
50,833 $3.5 Million
Q3 2018

Nov 09, 2018

SELL
N/A
-23,961 Reduced 31.17%
52,911 $4.34 Million
Q2 2018

Jul 26, 2018

SELL
N/A
-3,250 Reduced 4.06%
76,872 $5.83 Million
Q1 2018

Apr 26, 2018

SELL
N/A
-4,240 Reduced 5.03%
80,122 $5.75 Million
Q4 2017

Jan 31, 2018

BUY
N/A
2,030 Added 2.47%
84,362 $5.97 Million
Q3 2017

Oct 20, 2017

BUY
N/A
82,332
82,332 $5.44 Million

Others Institutions Holding SCHG

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHG
  • Sector ETFs
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