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

Grey Fox Wealth Advisors, LLC

$365 Billion
Q4 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 12,743 shares of SCHG stock, worth $362,156. This represents 0.1% of its overall portfolio holdings.

Number of Shares

12,743

Previous 3,183 300.35%

Holding current value

$362,156

Previous $332 Million 7.1%

% of portfolio

0.1%

Previous 0.09%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$25.93 - $105.3 $247,890 - $1.01 Million	9,560 Added 300.35%	12,743 $355 Million
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

1,407

Shares Held

1.99B

Call Options Held

167K

Put Options Held

96.6K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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