Fingerlakes Wealth Management, Inc. Schwab Strategic Tr Us Large C Transaction History

Fingerlakes Wealth Management, Inc.

  • $111 Million
  • Q2 2024

A detailed history of Fingerlakes Wealth Management, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Fingerlakes Wealth Management, Inc. holds 27,595 shares of SCHG stock, worth $2.86 Million. This represents 2.51% of its overall portfolio holdings.

Number of Shares
27,595
Previous 22,592 22.15%
Holding current value
$2.86 Million
Previous $2.09 Million 32.86%
% of portfolio
2.51%
Previous 2.03%

Shares

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

Aug 07, 2024
BUY
$87.04 - $101.61 $435,461 - $508,354
5,003 Added 22.15%
27,595 $2.78 Million
Q1 2024

Apr 24, 2024
BUY
$80.6 - $93.32 $127,509 - $147,632
1,582 Added 7.53%
22,592 $2.09 Million
Q4 2023

Jan 26, 2024
BUY
$70.08 - $83.37 $271,209 - $322,641
3,870 Added 22.58%
21,010 $1.74 Million
Q3 2023

Nov 07, 2023
BUY
$71.99 - $78.02 $37,362 - $40,492
519 Added 3.12%
17,140 $1.25 Million
Q2 2023

Aug 10, 2023
BUY
$63.6 - $74.95 $29,383 - $34,626
462 Added 2.86%
16,621 $1.25 Million
Q1 2023

May 02, 2023
BUY
$54.19 - $65.17 $222,558 - $267,653
4,107 Added 34.08%
16,159 $1.05 Million
Q4 2022

Feb 10, 2023
SELL
$54.31 - $60.76 $18,030 - $20,172
-332 Reduced 2.68%
12,052 $669,000
Q3 2022

Oct 28, 2022
BUY
$55.81 - $69.25 $33,151 - $41,134
594 Added 5.04%
12,384 $691,000
Q2 2022

Aug 05, 2022
BUY
$55.73 - $76.55 $329,308 - $452,333
5,909 Added 100.48%
11,790 $684,000
Q1 2022

May 06, 2022
BUY
$65.63 - $82.62 $300,125 - $377,821
4,573 Added 349.62%
5,881 $440,000
Q4 2021

Feb 17, 2022
BUY
$73.11 - $83.4 $95,627 - $109,087
1,308 New
1,308 $210,000

Others Institutions Holding SCHG

# of Institutions
1,256
Shares Held
169M
Call Options Held
87.2K
Put Options Held
25.8K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
Track This Portfolio

Track Fingerlakes Wealth Management, Inc. Portfolio

Follow Fingerlakes Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fingerlakes Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Fingerlakes Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email