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

Hilltop Wealth Advisors, LLC

  • $214 Million
  • Q3 2024

A detailed history of Hilltop Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Hilltop Wealth Advisors, LLC holds 8,151 shares of SCHG stock, worth $236,134. This represents 0.4% of its overall portfolio holdings.

Number of Shares
8,151
Previous 9,265 12.02%
Holding current value
$236,134
Previous $934,000 9.1%
% of portfolio
0.4%
Previous 0.47%

Shares

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

Oct 09, 2024
SELL
$92.63 - $105.69 $103,189 - $117,738
-1,114 Reduced 12.02%
8,151 $849,000
Q2 2024

Jul 03, 2024
SELL
$87.04 - $101.61 $25,676 - $29,974
-295 Reduced 3.09%
9,265 $934,000
Q1 2024

Apr 05, 2024
SELL
$80.6 - $93.32 $39,977 - $46,286
-496 Reduced 4.93%
9,560 $886,000
Q4 2023

Jan 17, 2024
SELL
$70.08 - $83.37 $18,290 - $21,759
-261 Reduced 2.53%
10,056 $834,000
Q3 2023

Oct 16, 2023
SELL
$71.99 - $78.02 $29,443 - $31,910
-409 Reduced 3.81%
10,317 $750,000
Q2 2023

Jul 19, 2023
SELL
$63.6 - $74.95 $15,836 - $18,662
-249 Reduced 2.27%
10,726 $803,000
Q1 2023

Apr 19, 2023
BUY
$54.19 - $65.17 $74,457 - $89,543
1,374 Added 14.31%
10,975 $715,000
Q4 2022

Feb 02, 2023
BUY
$54.31 - $60.76 $82,714 - $92,537
1,523 Added 18.85%
9,601 $533,000
Q3 2022

Nov 10, 2022
BUY
$55.81 - $69.25 $450,833 - $559,401
8,078 New
8,078 $451,000

Others Institutions Holding SCHG

# of Institutions
1,313
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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