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

Fsm Wealth Advisors, LLC

  • $377 Million
  • Q3 2024

A detailed history of Fsm Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 77,474 shares of SCHG stock, worth $2.21 Million. This represents 2.14% of its overall portfolio holdings.

Number of Shares
77,474
Previous 71,093 8.98%
Holding current value
$2.21 Million
Previous $7.17 Million 12.58%
% of portfolio
2.14%
Previous 2.41%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
BUY
$92.63 - $105.69 $591,072 - $674,407
6,381 Added 8.98%
77,474 $8.07 Million
Q2 2024

Jul 12, 2024
BUY
$87.04 - $101.61 $439,726 - $513,333
5,052 Added 7.65%
71,093 $7.17 Million
Q1 2024

May 14, 2024
BUY
$80.6 - $93.32 $726,206 - $840,813
9,010 Added 15.8%
66,041 $6.12 Million
Q4 2023

May 14, 2024
BUY
$70.08 - $83.37 $227,409 - $270,535
3,245 Added 6.03%
57,031 $4.73 Million
Q3 2023

Nov 14, 2023
BUY
$71.99 - $78.02 $368,012 - $398,838
5,112 Added 10.5%
53,786 $3.91 Million
Q2 2023

Jul 12, 2023
BUY
$63.6 - $74.95 $420,205 - $495,194
6,607 Added 15.71%
48,674 $3.65 Million
Q1 2023

Apr 24, 2023
BUY
$54.19 - $65.17 $347,574 - $418,000
6,414 Added 17.99%
42,067 $2.74 Million
Q4 2022

Jan 19, 2023
BUY
$54.31 - $60.76 $37,419 - $41,863
689 Added 1.97%
35,653 $0
Q3 2022

Oct 24, 2022
BUY
$55.81 - $69.25 $918,241 - $1.14 Million
16,453 Added 88.88%
34,964 $1.95 Million
Q2 2022

Aug 12, 2022
BUY
$55.73 - $76.55 $1.03 Million - $1.42 Million
18,511 New
18,511 $1.23 Million

Others Institutions Holding SCHG

# of Institutions
1,314
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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