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 137,836 shares of SCHG stock, worth $3.68 Million. This represents 2.83% of its overall portfolio holdings.

Number of Shares
137,836
Previous 136,635 0.88%
Holding current value
$3.68 Million
Previous $13.8 Billion 4.22%
% of portfolio
2.83%
Previous 3.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SCHWAB STRATEGIC TR US LARGE-C


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