Highland Financial Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Highland Financial Advisors, LLC

  • $289 Million
  • Q4 2024

A detailed history of Highland Financial Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Highland Financial Advisors, LLC holds 127,056 shares of SCHG stock, worth $3.56 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares
127,056
Previous 31,764 300.0%
Holding current value
$3.56 Million
Previous $3.31 Million 7.01%
% of portfolio
1.23%
Previous 1.18%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
BUY
$25.93 - $105.3 $2.47 Million - $10 Million
95,292 Added 300.0%
127,056 $3.54 Million
Q2 2024

Jul 17, 2024
SELL
$87.04 - $101.61 $2,263 - $2,641
-26 Reduced 0.08%
31,764 $3.2 Million
Q4 2023

Jan 18, 2024
BUY
$70.08 - $83.37 $727,080 - $864,963
10,375 Added 48.45%
31,790 $2.64 Million
Q3 2023

Oct 25, 2023
BUY
$71.99 - $78.02 $5,039 - $5,461
70 Added 0.33%
21,415 $1.56 Million
Q2 2023

Jul 13, 2023
SELL
$63.6 - $74.95 $318 - $374
-5 Reduced 0.02%
21,345 $1.6 Million
Q1 2023

Apr 17, 2023
BUY
$54.19 - $65.17 $1.16 Million - $1.39 Million
21,350 New
21,350 $1.39 Million
Q3 2022

Nov 15, 2022
BUY
$55.81 - $69.25 $878,226 - $1.09 Million
15,736 Added 207.54%
23,318 $1.3 Million
Q2 2022

Aug 04, 2022
BUY
$55.73 - $76.55 $422,544 - $580,402
7,582 New
7,582 $440,000

Others Institutions Holding SCHG

# of Institutions
1,461
Shares Held
2.26B
Call Options Held
296K
Put Options Held
153K
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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