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

Fsc Wealth Advisors, LLC

  • $134 Million
  • Q2 2024

A detailed history of Fsc Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Fsc Wealth Advisors, LLC holds 59,860 shares of SCHG stock, worth $6.16 Million. This represents 4.5% of its overall portfolio holdings.

Number of Shares
59,860
Previous 61,474 2.63%
Holding current value
$6.16 Million
Previous $5.7 Million 5.91%
% of portfolio
4.5%
Previous 4.04%

Shares

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

Jul 17, 2024
SELL
$87.04 - $101.61 $140,482 - $163,998
-1,614 Reduced 2.63%
59,860 $6.04 Million
Q1 2024

Apr 16, 2024
BUY
$80.6 - $93.32 $4.95 Million - $5.74 Million
61,474 New
61,474 $5.7 Million
Q3 2023

Oct 23, 2023
SELL
$71.99 - $78.02 $8.62 Million - $9.34 Million
-119,680 Reduced 99.83%
202 $14,000
Q2 2023

Jul 18, 2023
BUY
$63.6 - $74.95 $7.61 Million - $8.97 Million
119,680 Added 59247.52%
119,882 $8.99 Million
Q1 2022

May 09, 2022
SELL
$65.63 - $82.62 $6.21 Million - $7.82 Million
-94,665 Reduced 99.79%
202 $15,000
Q4 2021

Apr 28, 2022
BUY
$73.11 - $83.4 $6.94 Million - $7.91 Million
94,867 New
94,867 $15.5 Million

Others Institutions Holding SCHG

# of Institutions
1,255
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
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