Arkadios Wealth Advisors Schwab Strategic Tr Us Large C Transaction History

Arkadios Wealth Advisors

  • $1.71 Billion
  • Q4 2024

A detailed history of Arkadios Wealth Advisors transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Arkadios Wealth Advisors holds 72,147 shares of SCHG stock, worth $2.05 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
72,147
Previous 18,206 296.28%
Holding current value
$2.05 Million
Previous $1.9 Million 6.01%
% of portfolio
0.12%
Previous 0.12%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
BUY
$25.93 - $105.3 $1.4 Million - $5.68 Million
53,941 Added 296.28%
72,147 $2.01 Million
Q3 2024

Oct 24, 2024
BUY
$92.63 - $105.69 $1.05 Million - $1.19 Million
11,297 Added 163.51%
18,206 $1.9 Million
Q2 2024

Jul 29, 2024
BUY
$87.04 - $101.61 $130,734 - $152,618
1,502 Added 27.78%
6,909 $696,000
Q1 2024

Apr 30, 2024
SELL
$80.6 - $93.32 $24,018 - $27,809
-298 Reduced 5.22%
5,407 $501,000
Q4 2023

Jan 24, 2024
SELL
$70.08 - $83.37 $46,533 - $55,357
-664 Reduced 10.43%
5,705 $473,000
Q3 2023

Oct 13, 2023
BUY
$71.99 - $78.02 $109,856 - $119,058
1,526 Added 31.51%
6,369 $463,000
Q2 2023

Jul 26, 2023
SELL
$63.6 - $74.95 $22,196 - $26,157
-349 Reduced 6.72%
4,843 $362,000
Q1 2023

May 02, 2023
SELL
$54.19 - $65.17 $39,341 - $47,313
-726 Reduced 12.27%
5,192 $338,000
Q4 2022

Jan 11, 2023
BUY
$54.31 - $60.76 $45,403 - $50,795
836 Added 16.45%
5,918 $0
Q3 2022

Oct 21, 2022
BUY
$55.81 - $69.25 $283,626 - $351,928
5,082 New
5,082 $284,000
Q2 2022

Jul 14, 2022
SELL
$55.73 - $76.55 $277,089 - $380,606
-4,972 Closed
0 $0
Q1 2022

May 02, 2022
BUY
$65.63 - $82.62 $138,216 - $173,997
2,106 Added 73.48%
4,972 $372,000
Q4 2021

Feb 03, 2022
SELL
$73.11 - $83.4 $28,366 - $32,359
-388 Reduced 11.92%
2,866 $469,000
Q3 2021

Oct 19, 2021
SELL
$73.24 - $78.94 $46,800 - $50,442
-639 Reduced 16.41%
3,254 $481,000
Q2 2021

Jul 28, 2021
SELL
$65.3 - $73.24 $133,473 - $149,702
-2,044 Reduced 34.43%
3,893 $568,000
Q1 2021

Apr 26, 2021
SELL
$61.41 - $68.35 $158,622 - $176,548
-2,583 Reduced 30.32%
5,937 $770,000
Q4 2020

Feb 09, 2021
BUY
$55.95 - $64.38 $19,750 - $22,726
353 Added 4.32%
8,520 $1.09 Million
Q3 2020

Nov 10, 2020
BUY
$51.42 - $61.56 $617 - $738
12 Added 0.15%
8,167 $980 Million
Q2 2020

Aug 10, 2020
BUY
$37.99 - $51.32 $306,579 - $414,152
8,070 Added 9494.12%
8,155 $865 Million
Q4 2019

Feb 14, 2020
BUY
$40.97 - $46.72 $3,482 - $3,971
85 New
85 $0

Others Institutions Holding SCHG

# of Institutions
1,396
Shares Held
1.97B
Call Options Held
167K
Put Options Held
96.6K
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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