Legend Financial Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History

Legend Financial Advisors, Inc.

  • $145 Billion
  • Q3 2024

A detailed history of Legend Financial Advisors, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Legend Financial Advisors, Inc. holds 8,199 shares of SCHG stock, worth $232,113. This represents 0.59% of its overall portfolio holdings.

Number of Shares
8,199
Previous 8,199 -0.0%
Holding current value
$232,113
Previous $827 Million 3.31%
% of portfolio
0.59%
Previous 0.59%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 31, 2024
SELL
$70.08 - $83.37 $60,479 - $71,948
-863 Reduced 9.52%
8,199 $680 Million
Q2 2023

Aug 09, 2023
SELL
$63.6 - $74.95 $110,155 - $129,813
-1,732 Reduced 16.05%
9,062 $679 Million
Q4 2022

Jan 30, 2023
SELL
$54.31 - $60.76 $6,625 - $7,412
-122 Reduced 1.12%
10,794 $600 Million
Q3 2022

Nov 18, 2022
SELL
$55.81 - $69.25 $166,257 - $206,295
-2,979 Reduced 21.44%
10,916 $609 Million
Q2 2022

Aug 08, 2022
BUY
$55.73 - $76.55 $376,400 - $517,018
6,754 Added 94.58%
13,895 $806,000
Q1 2022

May 12, 2022
BUY
$65.63 - $82.62 $37,080 - $46,680
565 Added 8.59%
7,141 $1.06 Million
Q4 2021

Feb 14, 2022
SELL
$73.11 - $83.4 $41,307 - $47,121
-565 Reduced 7.91%
6,576 $1.08 Million
Q3 2021

Nov 15, 2021
BUY
$73.24 - $78.94 $25,926 - $27,944
354 Added 5.22%
7,141 $1.06 Million
Q2 2021

Aug 02, 2021
BUY
$65.3 - $73.24 $443,191 - $497,079
6,787 New
6,787 $991,000
Q1 2021

May 17, 2021
SELL
$61.41 - $68.35 $415,315 - $462,251
-6,763 Closed
0 $0
Q4 2020

Feb 16, 2021
SELL
$55.95 - $64.38 $36,423 - $41,911
-651 Reduced 8.78%
6,763 $868,000
Q3 2020

Nov 12, 2020
SELL
$51.42 - $61.56 $541,966 - $648,842
-10,540 Reduced 58.71%
7,414 $854,000
Q2 2020

Aug 18, 2020
SELL
$37.99 - $51.32 $107,321 - $144,979
-2,825 Reduced 13.6%
17,954 $1.82 Million
Q1 2020

May 15, 2020
SELL
$34.6 - $51.17 $72,210 - $106,791
-2,087 Reduced 9.13%
20,779 $1.66 Million
Q4 2019

Feb 20, 2020
SELL
$40.97 - $46.72 $7,538 - $8,596
-184 Reduced 0.8%
22,866 $2.12 Million
Q3 2019

Dec 23, 2019
SELL
$41.7 - $42.86 $6,171 - $6,343
-148 Reduced 0.64%
23,050 $1.94 Million
Q2 2019

Aug 13, 2019
SELL
N/A
-16,232 Reduced 41.17%
23,198 $1.93 Million
Q1 2019

Aug 08, 2019
BUY
N/A
2,542 Added 6.89%
39,430 $3.13 Million
Q4 2018

Aug 08, 2019
BUY
N/A
36,888 New
36,888 $2.54 Million

Others Institutions Holding SCHG

# of Institutions
1,314
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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