Grey Fox Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Grey Fox Wealth Advisors, LLC

$359 Billion
Q3 2024

A detailed history of Grey Fox Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Grey Fox Wealth Advisors, LLC holds 3,183 shares of SCHG stock, worth $87,214. This represents 0.09% of its overall portfolio holdings.

Number of Shares

3,183

Previous 3,206 0.72%

Holding current value

$87,214

Previous $324 Million 2.46%

% of portfolio

0.09%

Previous 0.11%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	SELL	$92.63 - $105.69 $2,130 - $2,430	-23 Reduced 0.72%	3,183 $332 Million
Q1 2024 Apr 11, 2024	SELL	$80.6 - $93.32 $46,264 - $53,565	-574 Reduced 15.19%	3,206 $297 Million
Q4 2023 Jan 17, 2024	BUY	$70.08 - $83.37 $350 - $416	5 Added 0.13%	3,780 $314 Million
Q3 2023 Oct 24, 2023	BUY	$71.99 - $78.02 $287 - $312	4 Added 0.11%	3,775 $275 Million
Q2 2023 Aug 03, 2023	BUY	$63.6 - $74.95 $318 - $374	5 Added 0.13%	3,771 $283 Million
Q1 2023 May 09, 2023	BUY	$54.19 - $65.17 $8,887 - $10,687	164 Added 4.55%	3,766 $245 Million
Q4 2022 Feb 14, 2023	BUY	$54.31 - $60.76 $195,624 - $218,857	3,602 New	3,602 $200 Million

Others Institutions Holding SCHG

# of Institutions

1,309

Shares Held

181M

Call Options Held

140K

Put Options Held

91.5K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
Sector ETFs
Industry ETFs

More about SCHG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Grey Fox Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Grey Fox Wealth Advisors, LLC with notifications on news.

Account

Grey Fox Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History