A detailed history of Smith Chas P & Associates Pa Cpas transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Smith Chas P & Associates Pa Cpas holds 4,756 shares of SCHG stock, worth $137,638. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,756
Previous 4,756 -0.0%
Holding current value
$137,638
Previous $479,000 3.34%
% of portfolio
0.03%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 01, 2024

SELL
$70.08 - $83.37 $126,844 - $150,899
-1,810 Reduced 27.57%
4,756 $395,000
Q3 2023

Nov 02, 2023

BUY
$71.99 - $78.02 $130,301 - $141,216
1,810 Added 38.06%
6,566 $477,000
Q1 2022

May 12, 2022

BUY
$65.63 - $82.62 $156,068 - $196,470
2,378 Added 100.0%
4,756 $356,000
Q2 2020

Aug 13, 2020

BUY
$37.99 - $51.32 $90,340 - $122,038
2,378 New
2,378 $241,000
Q1 2020

May 11, 2020

SELL
$34.6 - $51.17 $82,278 - $121,682
-2,378 Closed
0 $0
Q4 2019

Feb 04, 2020

BUY
$40.97 - $46.72 $97,426 - $111,100
2,378 New
2,378 $221,000

Others Institutions Holding SCHG

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
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