Avion Wealth Schwab Strategic Tr Us Large C Transaction History

Avion Wealth

  • $382 Million
  • Q3 2024

A detailed history of Avion Wealth transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Avion Wealth holds 710 shares of SCHG stock, worth $20,100. This represents 0.02% of its overall portfolio holdings.

Number of Shares
710
Previous 1,302 45.47%
Holding current value
$20,100
Previous $131,000 44.27%
% of portfolio
0.02%
Previous 0.04%

Shares

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

Oct 18, 2024
SELL
$92.63 - $105.69 $54,836 - $62,568
-592 Reduced 45.47%
710 $73,000
Q2 2024

Jul 26, 2024
BUY
$87.04 - $101.61 $16,450 - $19,204
189 Added 16.98%
1,302 $131,000
Q3 2022

Oct 31, 2022
BUY
$55.81 - $69.25 $6,306 - $7,825
113 Added 11.3%
1,113 $62,000
Q2 2022

Aug 11, 2022
BUY
$55.73 - $76.55 $55,730 - $76,550
1,000 New
1,000 $58,000

Others Institutions Holding SCHG

# of Institutions
1,314
Shares Held
181M
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
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