Strategic Planning Group, LLC Schwab Strategic Tr Us Large C Transaction History

Strategic Planning Group, LLC

  • $544 Billion
  • Q4 2024

A detailed history of Strategic Planning Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Strategic Planning Group, LLC holds 577,696 shares of SCHG stock, worth $16.7 Million. This represents 2.96% of its overall portfolio holdings.

Number of Shares
577,696
Previous 137,836 319.12%
Holding current value
$16.7 Million
Previous $14.4 Billion 12.12%
% of portfolio
2.96%
Previous 2.83%

Shares

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

Jan 23, 2025
BUY
$25.93 - $105.3 $11.4 Million - $46.3 Million
439,860 Added 319.12%
577,696 $16.1 Billion
Q3 2024

Oct 16, 2024
BUY
$92.63 - $105.69 $111,248 - $126,933
1,201 Added 0.88%
137,836 $14.4 Billion
Q2 2024

Aug 02, 2024
BUY
$87.04 - $101.61 $720,865 - $841,534
8,282 Added 6.45%
136,635 $13.8 Billion
Q1 2024

Apr 12, 2024
BUY
$80.6 - $93.32 $10.3 Million - $12 Million
128,353 New
128,353 $11.9 Billion

Others Institutions Holding SCHG

# of Institutions
1,352
Shares Held
1.82B
Call Options Held
140K
Put Options Held
91.5K
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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