Columbia Advisory Partners LLC Schwab Strategic Tr Us Large C Transaction History

Columbia Advisory Partners LLC

  • $95.6 Million
  • Q1 2024

A detailed history of Columbia Advisory Partners LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Columbia Advisory Partners LLC holds 43,783 shares of SCHG stock, worth $4.49 Million. This represents 4.25% of its overall portfolio holdings.

Number of Shares
43,783
Previous 41,960 4.34%
Holding current value
$4.49 Million
Previous $3.48 Million 16.6%
% of portfolio
4.25%
Previous 3.68%

Shares

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

Apr 12, 2024
BUY
$80.6 - $93.32 $146,933 - $170,122
1,823 Added 4.34%
43,783 $4.06 Million
Q4 2023

Jan 09, 2024
BUY
$70.08 - $83.37 $235,468 - $280,123
3,360 Added 8.7%
41,960 $3.48 Million
Q3 2023

Oct 16, 2023
BUY
$71.99 - $78.02 $2.78 Million - $3.01 Million
38,600 New
38,600 $2.81 Million
Q1 2022

Apr 29, 2022
SELL
N/A
-1,523 Closed
0 $0
Q4 2021

Jan 25, 2022
BUY
N/A
1,523 New
1,523 $249,000

Others Institutions Holding SCHG

# of Institutions
1,186
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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