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

Hilltop Wealth Advisors, LLC

$198 Million
Q2 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 9,265 shares of SCHG stock, worth $912,046. This represents 0.47% of its overall portfolio holdings.

Number of Shares

9,265

Previous 9,560 3.09%

Holding current value

$912,046

Previous $886,000 5.42%

% of portfolio

0.47%

Previous 0.46%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	N/A	8,078 New	8,078 $451,000

Others Institutions Holding SCHG

# of Institutions

1,254

Shares Held

169M

Call Options Held

87.2K

Put Options Held

25.8K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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