Capital Advisors Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History

Capital Advisors Wealth Management, LLC

  • $481 Million
  • Q1 2024

A detailed history of Capital Advisors Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 6,383 shares of SCHG stock, worth $666,257. This represents 0.12% of its overall portfolio holdings.

Number of Shares
6,383
Previous 6,143 3.91%
Holding current value
$666,257
Previous $509,000 16.11%
% of portfolio
0.12%
Previous 0.12%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 12, 2024
BUY
$80.6 - $93.32 $19,344 - $22,396
240 Added 3.91%
6,383 $591,000
Q4 2023

Jan 08, 2024
BUY
$70.08 - $83.37 $8,689 - $10,337
124 Added 2.06%
6,143 $509,000
Q3 2023

Oct 10, 2023
BUY
$71.99 - $78.02 $25,340 - $27,463
352 Added 6.21%
6,019 $437,000
Q2 2023

Jul 11, 2023
BUY
$63.6 - $74.95 $3,688 - $4,347
58 Added 1.03%
5,667 $424,000
Q1 2023

Apr 14, 2023
BUY
$54.19 - $65.17 $13,547 - $16,292
250 Added 4.67%
5,609 $365,000
Q4 2022

Feb 09, 2023
BUY
$54.31 - $60.76 $291,047 - $325,612
5,359 New
5,359 $297,000

Others Institutions Holding SCHG

# of Institutions
1,188
Shares Held
165M
Call Options Held
148K
Put Options Held
24.3K
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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