Waterford Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Waterford Advisors, LLC

  • $399 Million
  • Q4 2024

A detailed history of Waterford Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Waterford Advisors, LLC holds 12,580 shares of SCHG stock, worth $343,182. This represents 0.09% of its overall portfolio holdings.

Number of Shares
12,580
Previous 3,145 300.0%
Holding current value
$343,182
Previous $327,000 7.03%
% of portfolio
0.09%
Previous 0.17%

Shares

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

Feb 14, 2025
BUY
$25.93 - $105.3 $244,649 - $993,505
9,435 Added 300.0%
12,580 $350,000
Q1 2023

May 02, 2023
BUY
$54.19 - $65.17 $170,427 - $204,959
3,145 New
3,145 $205,000

Others Institutions Holding SCHG

# of Institutions
1,469
Shares Held
2.26B
Call Options Held
296K
Put Options Held
153K
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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