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 $435,550. This represents 0.37% of its overall portfolio holdings.

Number of Shares
15,896
Previous 15,326 3.72%
Holding current value
$435,550
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
1,310
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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