A detailed history of Advocate Group LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Advocate Group LLC holds 1,922 shares of SCHG stock, worth $55,622. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,922
Holding current value
$55,622
% of portfolio
0.04%

Shares

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

Oct 08, 2024

BUY
$92.63 - $105.69 $178,034 - $203,136
1,922 New
1,922 $200,000
Q1 2024

Apr 25, 2024

BUY
$80.6 - $93.32 $2,498 - $2,892
31 Added 1.09%
2,888 $267,000
Q4 2023

Jan 19, 2024

SELL
$70.08 - $83.37 $17,029 - $20,258
-243 Reduced 7.84%
2,857 $237,000
Q3 2023

Oct 17, 2023

SELL
$71.99 - $78.02 $80,052 - $86,758
-1,112 Reduced 26.4%
3,100 $225,000
Q4 2022

Jan 18, 2023

BUY
$54.31 - $60.76 $228,753 - $255,921
4,212 New
4,212 $0

Others Institutions Holding SCHG

About SCHWAB STRATEGIC TR US LARGE-C


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