Phillips Financial Management, LLC Schwab Strategic Tr Us Large C Transaction History

Phillips Financial Management, LLC

  • $1.22 Billion
  • Q4 2024

A detailed history of Phillips Financial Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Phillips Financial Management, LLC holds 3,096 shares of SCHG stock, worth $81,920. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,096
Previous 254 1118.9%
Holding current value
$81,920
Previous $26,000 230.77%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Feb 10, 2025
BUY
$25.93 - $105.3 $73,693 - $299,262
2,842 Added 1118.9%
3,096 $86,000
Q3 2022

Nov 08, 2022
BUY
$55.81 - $69.25 $14,175 - $17,589
254 New
254 $14,000

Others Institutions Holding SCHG

# of Institutions
1,478
Shares Held
2.27B
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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