Jnba Financial Advisors Schwab Strategic Tr Us Large C Transaction History

Jnba Financial Advisors

  • $1.09 Billion
  • Q3 2025

A detailed history of Jnba Financial Advisors transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Jnba Financial Advisors holds 2,926 shares of SCHG stock, worth $94,392. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,926
Previous 3,719 21.32%
Holding current value
$94,392
Previous $108,000 13.89%
% of portfolio
0.01%
Previous 0.01%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 28, 2025
SELL
$28.92 - $32.19 $22,933 - $25,526
-793 Reduced 21.32%
2,926 $93,000
Q2 2025

Jul 24, 2025
BUY
$22.27 - $29.21 $66 - $87
3 Added 0.08%
3,719 $108,000
Q1 2025

Apr 25, 2025
SELL
$24.91 - $29.02 $8,793 - $10,244
-353 Reduced 8.68%
3,716 $93,000
Q4 2024

Jan 30, 2025
BUY
$25.93 - $105.3 $79,138 - $321,375
3,052 Added 300.1%
4,069 $113,000
Q3 2024

Oct 30, 2024
BUY
$92.63 - $105.69 $18,433 - $21,032
199 Added 24.33%
1,017 $105,000
Q2 2024

Jul 22, 2024
BUY
$87.04 - $101.61 $9,313 - $10,872
107 Added 15.05%
818 $82,000
Q1 2024

Apr 26, 2024
BUY
$80.6 - $93.32 $8,221 - $9,518
102 Added 16.75%
711 $65,000
Q4 2023

Feb 07, 2024
SELL
$70.08 - $83.37 $6,867 - $8,170
-98 Reduced 13.86%
609 $50,000
Q3 2023

Nov 02, 2023
BUY
$71.99 - $78.02 $8,998 - $9,752
125 Added 21.48%
707 $51,000
Q2 2023

Aug 03, 2023
BUY
$63.6 - $74.95 $5,851 - $6,895
92 Added 18.78%
582 $43,000
Q1 2023

May 01, 2023
BUY
$54.19 - $65.17 $10,512 - $12,642
194 Added 65.54%
490 $31,000
Q1 2022

Apr 29, 2022
BUY
$65.63 - $82.62 $8,794 - $11,071
134 Added 82.72%
296 $22,000
Q4 2021

Feb 03, 2022
BUY
$73.11 - $83.4 $11,843 - $13,510
162 New
162 $27,000
Q4 2018

Feb 07, 2019
SELL
N/A
-655 Closed
0 $0
Q3 2018

Nov 01, 2018
BUY
N/A
655 New
655 $54,000

Others Institutions Holding SCHG

# of Institutions
1,684
Shares Held
855M
Call Options Held
543K
Put Options Held
113K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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