A detailed history of Youngs Advisory Group, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Youngs Advisory Group, Inc. holds 5,004 shares of SCHG stock, worth $132,305. This represents 0.22% of its overall portfolio holdings.

Number of Shares
5,004
Previous 4,530 10.46%
Holding current value
$132,305
Previous $420,000 20.0%
% of portfolio
0.22%
Previous 0.19%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024

BUY
$87.04 - $101.61 $41,256 - $48,163
474 Added 10.46%
5,004 $504,000
Q1 2023

May 02, 2023

SELL
$54.19 - $65.17 $65,028 - $78,204
-1,200 Reduced 20.94%
4,530 $295,000
Q1 2022

Apr 29, 2022

BUY
$65.63 - $82.62 $190,983 - $240,424
2,910 Added 103.19%
5,730 $429,000
Q1 2019

Apr 30, 2019

BUY
N/A
2,820 New
2,820 $224,000
Q4 2018

Feb 12, 2019

SELL
N/A
-3,100 Closed
0 $0
Q1 2018

Apr 24, 2018

SELL
N/A
-228 Reduced 6.85%
3,100 $222,000
Q4 2017

Jan 24, 2018

BUY
N/A
3,328
3,328 $235,000

Others Institutions Holding SCHG

About SCHWAB STRATEGIC TR US LARGE-C


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