A detailed history of Brightwater Advisory LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Brightwater Advisory LLC holds 2,274 shares of SCHG stock, worth $65,809. This represents 0.17% of its overall portfolio holdings.

Number of Shares
2,274
Previous 2,544 10.61%
Holding current value
$65,809
Previous $257 Million 7.65%
% of portfolio
0.17%
Previous 0.2%

Shares

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

Oct 08, 2024

SELL
$92.63 - $105.69 $25,010 - $28,536
-270 Reduced 10.61%
2,274 $237 Million
Q2 2024

Sep 10, 2024

BUY
$87.04 - $101.61 $221,429 - $258,495
2,544 New
2,544 $257 Million
Q1 2024

Oct 02, 2024

BUY
$80.6 - $93.32 $2,014 - $2,333
25 Added 0.98%
2,569 $238 Million
Q4 2023

Dec 03, 2024

BUY
$70.08 - $83.37 $14,997 - $17,841
214 Added 9.41%
2,488 $206 Million

Others Institutions Holding SCHG

About SCHWAB STRATEGIC TR US LARGE-C


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