New Insight Wealth Advisors Schwab Strategic Tr Us Large C Transaction History

New Insight Wealth Advisors

  • $190 Billion
  • Q3 2024

A detailed history of New Insight Wealth Advisors transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, New Insight Wealth Advisors holds 5,258 shares of SCHG stock, worth $145,699. This represents 0.29% of its overall portfolio holdings.

Number of Shares
5,258
Previous 4,916 6.96%
Holding current value
$145,699
Previous $496 Million 10.49%
% of portfolio
0.29%
Previous 0.29%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$92.63 - $105.69 $31,679 - $36,145
342 Added 6.96%
5,258 $548 Million
Q2 2024

Aug 15, 2024
BUY
$87.04 - $101.61 $108,625 - $126,809
1,248 Added 34.02%
4,916 $496 Million
Q1 2024

May 08, 2024
BUY
$80.6 - $93.32 $81,003 - $93,786
1,005 Added 37.74%
3,668 $340 Million
Q4 2023

May 08, 2024
BUY
$70.08 - $83.37 $186,623 - $222,014
2,663 New
2,663 $221 Million

Others Institutions Holding SCHG

# of Institutions
1,316
Shares Held
185M
Call Options Held
140K
Put Options Held
91.5K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
Track This Portfolio

Track New Insight Wealth Advisors Portfolio

Follow New Insight Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on New Insight Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email