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

Whipplewood Advisors, LLC

  • $169 Billion
  • Q1 2025

A detailed history of Whipplewood Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Whipplewood Advisors, LLC holds 41,179 shares of SCHG stock, worth $1.05 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
41,179
Previous 2,172 1795.9%
Holding current value
$1.05 Million
Previous $60.5 Million 5.56%
% of portfolio
0.03%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 09, 2025
BUY
$24.91 - $29.02 $971,664 - $1.13 Million
39,007 Added 1795.9%
41,179 $57.2 Million
Q4 2024

Feb 04, 2025
BUY
$25.93 - $105.3 $56,319 - $228,711
2,172 New
2,172 $60.5 Million

Others Institutions Holding SCHG

# of Institutions
1,496
Shares Held
717M
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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