Lantz Financial LLC Schwab Strategic Tr Us Large C Transaction History

Lantz Financial LLC

  • $356 Million
  • Q4 2024

A detailed history of Lantz Financial LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Lantz Financial LLC holds 16,052 shares of SCHG stock, worth $430,514. This represents 0.13% of its overall portfolio holdings.

Number of Shares
16,052
Previous 4,013 300.0%
Holding current value
$430,514
Previous $418,000 6.94%
% of portfolio
0.13%
Previous 0.12%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$25.93 - $105.3 $312,171 - $1.27 Million
12,039 Added 300.0%
16,052 $447,000
Q1 2024

Apr 10, 2024
SELL
$80.6 - $93.32 $8,463 - $9,798
-105 Reduced 2.55%
4,013 $372,000
Q1 2023

Apr 10, 2023
SELL
$54.19 - $65.17 $8,399 - $10,101
-155 Reduced 3.63%
4,118 $268,000
Q1 2022

May 05, 2022
BUY
$65.63 - $82.62 $126,469 - $159,208
1,927 Added 82.14%
4,273 $320,000
Q1 2021

Apr 19, 2021
BUY
$61.41 - $68.35 $614 - $683
10 Added 0.43%
2,346 $304,000
Q3 2020

Oct 09, 2020
BUY
$51.42 - $61.56 $51 - $61
1 Added 0.04%
2,336 $269,000
Q2 2020

Jul 22, 2020
BUY
$37.99 - $51.32 $88,706 - $119,832
2,335 New
2,335 $237,000
Q1 2020

Apr 10, 2020
SELL
$34.6 - $51.17 $81,240 - $120,147
-2,348 Closed
0 $0
Q4 2019

Jan 17, 2020
SELL
$40.97 - $46.72 $4,097 - $4,672
-100 Reduced 4.08%
2,348 $218,000
Q3 2019

Oct 18, 2019
SELL
$41.7 - $42.86 $83 - $85
-2 Reduced 0.08%
2,448 $201,000
Q2 2019

Jul 15, 2019
BUY
N/A
2,450 New
2,450 $206,000

Others Institutions Holding SCHG

# of Institutions
1,469
Shares Held
2.26B
Call Options Held
296K
Put Options Held
153K
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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