Herold Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History

Herold Advisors, Inc.

  • $449 Million
  • Q3 2024

A detailed history of Herold Advisors, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Herold Advisors, Inc. holds 15,896 shares of SCHG stock, worth $450,015. This represents 0.37% of its overall portfolio holdings.

Number of Shares
15,896
Previous 15,326 3.72%
Holding current value
$450,015
Previous $1.55 Million 7.18%
% of portfolio
0.37%
Previous 0.36%

Shares

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

Nov 14, 2024
BUY
$92.63 - $105.69 $52,799 - $60,243
570 Added 3.72%
15,896 $1.66 Million
Q1 2024

May 10, 2024
BUY
$80.6 - $93.32 $84,307 - $97,612
1,046 Added 7.32%
15,326 $1.42 Million
Q1 2023

Apr 19, 2023
SELL
$54.19 - $65.17 $255,776 - $307,602
-4,720 Reduced 24.84%
14,280 $930,000
Q4 2022

Feb 14, 2023
SELL
$54.31 - $60.76 $6,517 - $7,291
-120 Reduced 0.63%
19,000 $1.06 Million
Q3 2022

Nov 08, 2022
SELL
$55.81 - $69.25 $39,067 - $48,475
-700 Reduced 3.53%
19,120 $1.07 Million
Q1 2022

May 09, 2022
BUY
$65.63 - $82.62 $650,393 - $818,764
9,910 Added 100.0%
19,820 $0
Q3 2021

Nov 03, 2021
BUY
$73.24 - $78.94 $725,808 - $782,295
9,910 New
9,910 $1.47 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
Track This Portfolio

Track Herold Advisors, Inc. Portfolio

Follow Herold Advisors, 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 Herold Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Herold Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email