Burt Wealth Advisors Schwab Strategic Tr Us Large C Transaction History

Burt Wealth Advisors

  • $399 Million
  • Q3 2024

A detailed history of Burt Wealth Advisors transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Burt Wealth Advisors holds 8,719 shares of SCHG stock, worth $240,295. This represents 0.23% of its overall portfolio holdings.

Number of Shares
8,719
Previous 8,719 -0.0%
Holding current value
$240,295
Previous $879,000 3.3%
% of portfolio
0.23%
Previous 0.23%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024
SELL
$87.04 - $101.61 $114,370 - $133,515
-1,314 Reduced 13.1%
8,719 $879,000
Q1 2024

Apr 18, 2024
SELL
$80.6 - $93.32 $4,674 - $5,412
-58 Reduced 0.57%
10,033 $930,000
Q4 2023

Feb 01, 2024
SELL
$70.08 - $83.37 $42,678 - $50,772
-609 Reduced 5.69%
10,091 $837,000
Q1 2022

Apr 19, 2022
BUY
$65.63 - $82.62 $351,120 - $442,017
5,350 Added 100.0%
10,700 $801,000
Q4 2021

Jan 13, 2022
SELL
$73.11 - $83.4 $3,289 - $3,753
-45 Reduced 0.83%
5,350 $876,000
Q2 2021

Jul 14, 2021
SELL
$65.3 - $73.24 $457 - $512
-7 Reduced 0.13%
5,395 $787,000
Q1 2021

Apr 15, 2021
SELL
$61.41 - $68.35 $1,842 - $2,050
-30 Reduced 0.55%
5,402 $701,000
Q3 2020

Nov 10, 2020
SELL
$51.42 - $61.56 $19,282 - $23,085
-375 Reduced 6.46%
5,432 $626,000
Q1 2020

Apr 29, 2020
SELL
$34.6 - $51.17 $15,327 - $22,668
-443 Reduced 7.09%
5,807 $463,000
Q2 2019

Aug 05, 2019
BUY
N/A
30 Added 0.48%
6,250 $520,000
Q1 2019

Apr 24, 2019
SELL
N/A
-51,457 Reduced 89.22%
6,220 $494,000
Q4 2018

Feb 08, 2019
BUY
N/A
57,677 New
57,677 $3.98 Million
Q3 2017

Nov 09, 2017
SELL
N/A
-597 Closed
0 $0
Q2 2017

Aug 07, 2017
BUY
N/A
597
597 $35,000

Others Institutions Holding SCHG

# of Institutions
1,309
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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