Insight Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Insight Advisors, LLC

$372 Million
Q3 2024

A detailed history of Insight Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Insight Advisors, LLC holds 14,771 shares of SCHG stock, worth $409,156. This represents 0.41% of its overall portfolio holdings.

Number of Shares

14,771

Previous 19,705 25.04%

Holding current value

$409,156

Previous $1.99 Million 22.6%

% of portfolio

0.41%

Previous 0.57%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$92.63 - $105.69 $457,036 - $521,474	-4,934 Reduced 25.04%	14,771 $1.54 Million
Q2 2024 Jul 15, 2024	SELL	$87.04 - $101.61 $733,137 - $855,861	-8,423 Reduced 29.95%	19,705 $1.99 Million
Q1 2024 May 06, 2024	SELL	$80.6 - $93.32 $1.11 Million - $1.29 Million	-13,770 Reduced 32.87%	28,128 $2.61 Million
Q4 2023 Jan 23, 2024	SELL	$70.08 - $83.37 $191,108 - $227,349	-2,727 Reduced 6.11%	41,898 $3.48 Million
Q3 2023 Nov 07, 2023	SELL	$71.99 - $78.02 $89,699 - $97,212	-1,246 Reduced 2.72%	44,625 $3.25 Million
Q2 2023 Aug 07, 2023	SELL	$63.6 - $74.95 $27,602 - $32,528	-434 Reduced 0.94%	45,871 $3.44 Million
Q1 2023 May 03, 2023	BUY	$54.19 - $65.17 $52,022 - $62,563	960 Added 2.12%	46,305 $3.02 Million
Q4 2022 Feb 21, 2023	SELL	$54.31 - $60.76 $42,687 - $47,757	-786 Reduced 1.7%	45,345 $2.52 Million
Q3 2022 Dec 12, 2022	SELL	$55.81 - $69.25 $47,103 - $58,447	-844 Reduced 1.8%	46,131 $2.58 Million
Q2 2022 Aug 11, 2022	BUY	$55.73 - $76.55 $147,350 - $202,398	2,644 Added 5.96%	46,975 $3.15 Million
Q1 2022 May 13, 2022	BUY	$65.63 - $82.62 $1.49 Million - $1.87 Million	22,682 Added 104.77%	44,331 $3.32 Million
Q4 2021 Feb 09, 2022	BUY	$73.11 - $83.4 $461,324 - $526,254	6,310 Added 41.14%	21,649 $3.55 Million
Q3 2021 Nov 12, 2021	BUY	$73.24 - $78.94 $445,885 - $480,586	6,088 Added 65.81%	15,339 $2.53 Million
Q2 2021 Aug 12, 2021	BUY	$65.3 - $73.24 $336,229 - $377,112	5,149 Added 125.52%	9,251 $1.39 Million
Q1 2021 May 17, 2021	BUY	$61.41 - $68.35 $251,903 - $280,371	4,102 New	4,102 $573,000

Others Institutions Holding SCHG

# of Institutions

1,279

Shares Held

173M

Call Options Held

87.6K

Put Options Held

27.4K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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