A detailed history of Sharkey, Howes & Javer transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Sharkey, Howes & Javer holds 3,948 shares of SCHG stock, worth $114,255. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,948
Previous 3,948 -0.0%
Holding current value
$114,255
Previous $398,000 3.27%
% of portfolio
0.06%
Previous 0.07%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 31, 2023

SELL
$71.99 - $78.02 $103,233 - $111,880
-1,434 Reduced 26.64%
3,948 $287,000
Q1 2023

Apr 18, 2023

BUY
$54.19 - $65.17 $30,129 - $36,234
556 Added 11.52%
5,382 $350,000
Q1 2022

Apr 25, 2022

BUY
$65.63 - $82.62 $158,365 - $199,362
2,413 Added 100.0%
4,826 $361,000
Q4 2021

Feb 03, 2022

SELL
$73.11 - $83.4 $8,115 - $9,257
-111 Reduced 4.4%
2,413 $395,000
Q3 2021

Oct 29, 2021

SELL
$73.24 - $78.94 $101,876 - $109,805
-1,391 Reduced 35.53%
2,524 $374,000
Q2 2021

Jul 28, 2021

SELL
$65.3 - $73.24 $153,585 - $172,260
-2,352 Reduced 37.53%
3,915 $571,000
Q4 2020

Feb 04, 2021

SELL
$55.95 - $64.38 $49,068 - $56,461
-877 Reduced 12.28%
6,267 $805,000
Q3 2020

Oct 21, 2020

SELL
$51.42 - $61.56 $205 - $246
-4 Reduced 0.06%
7,144 $823,000
Q2 2020

Jul 22, 2020

SELL
$37.99 - $51.32 $31,417 - $42,441
-827 Reduced 10.37%
7,148 $726,000
Q1 2020

Apr 24, 2020

SELL
$34.6 - $51.17 $198,119 - $292,999
-5,726 Reduced 41.79%
7,975 $635,000
Q4 2019

Jan 28, 2020

SELL
$40.97 - $46.72 $32,735 - $37,329
-799 Reduced 5.51%
13,701 $1.27 Million
Q3 2019

Nov 01, 2019

SELL
$41.7 - $42.86 $8,298 - $8,529
-199 Reduced 1.35%
14,500 $1.22 Million
Q1 2019

Apr 18, 2019

SELL
N/A
-2,365 Reduced 13.86%
14,699 $1.17 Million
Q4 2018

Jan 25, 2019

SELL
N/A
-556 Reduced 3.16%
17,064 $1.18 Million
Q3 2018

Oct 19, 2018

BUY
N/A
1,746 Added 11.0%
17,620 $1.45 Million
Q2 2018

Jul 26, 2018

BUY
N/A
2,356 Added 17.43%
15,874 $1.2 Million
Q1 2018

Apr 26, 2018

SELL
N/A
-1,355 Reduced 9.11%
13,518 $969,000
Q4 2017

Feb 15, 2018

SELL
N/A
-661,770 Reduced 97.8%
14,873 $1.05 Million
Q4 2017

Feb 14, 2018

BUY
N/A
661,035 Added 4235.23%
676,643 $36 Million
Q3 2017

Oct 11, 2017

BUY
N/A
15,608
15,608 $1.04 Million

Others Institutions Holding SCHG

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
Track This Portfolio

Track Sharkey, Howes & Javer Portfolio

Follow Sharkey, Howes & Javer and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sharkey, Howes & Javer, based on Form 13F filings with the SEC.

News

Stay updated on Sharkey, Howes & Javer with notifications on news.