Leo H. Evart, Inc. Schwab Strategic Tr Us Large C Transaction History

Leo H. Evart, Inc.

$65.2 Billion
Q3 2023

A detailed history of Leo H. Evart, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Leo H. Evart, Inc. holds 111,026 shares of SCHG stock, worth $2.9 Million. This represents 12.39% of its overall portfolio holdings.

Number of Shares

111,026

Previous 113,831 2.46%

Holding current value

$2.9 Million

Previous $8.53 Billion 5.37%

% of portfolio

12.39%

Previous 11.84%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 14, 2023	SELL	$71.99 - $78.02 $201,931 - $218,846	-2,805 Reduced 2.46%	111,026 $8.07 Billion
Q2 2023 Aug 04, 2023	SELL	$63.6 - $74.95 $74,920 - $88,291	-1,178 Reduced 1.02%	113,831 $8.53 Billion
Q1 2023 May 05, 2023	SELL	$54.19 - $65.17 $355,594 - $427,645	-6,562 Reduced 5.4%	115,009 $7.5 Billion
Q4 2022 Jan 19, 2023	SELL	$54.31 - $60.76 $384,406 - $430,059	-7,078 Reduced 5.5%	121,571 $6.75 Billion
Q3 2022 Nov 02, 2022	SELL	$55.81 - $69.25 $1.84 Million - $2.28 Million	-32,975 Reduced 20.4%	128,649 $7.18 Million
Q2 2022 Jul 21, 2022	SELL	$55.73 - $76.55 $172,484 - $236,922	-3,095 Reduced 1.88%	161,624 $9.37 Million
Q1 2022 May 11, 2022	BUY	$65.63 - $82.62 $5.95 Million - $7.49 Million	90,623 Added 122.3%	164,719 $12.3 Million
Q4 2021 Mar 31, 2022	BUY	$73.11 - $83.4 $5.42 Million - $6.18 Million	74,096 New	74,096 $12.1 Million

Others Institutions Holding SCHG

# of Institutions

1,279

Shares Held

172M

Call Options Held

87.6K

Put Options Held

27.4K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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