Lloyd Advisory Services, Llc. Schwab Strategic Tr Us Large C Transaction History

Lloyd Advisory Services, Llc.

  • $111 Million
  • Q3 2024

A detailed history of Lloyd Advisory Services, Llc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Lloyd Advisory Services, Llc. holds 16,502 shares of SCHG stock, worth $469,481. This represents 1.55% of its overall portfolio holdings.

Number of Shares
16,502
Previous 18,131 8.98%
Holding current value
$469,481
Previous $1.83 Million 5.96%
% of portfolio
1.55%
Previous 1.63%

Shares

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

Oct 10, 2024
SELL
$92.63 - $105.69 $150,894 - $172,169
-1,629 Reduced 8.98%
16,502 $1.72 Million
Q2 2024

Aug 05, 2024
BUY
$87.04 - $101.61 $1.58 Million - $1.84 Million
18,131 New
18,131 $1.83 Million
Q4 2023

Feb 13, 2024
BUY
$70.08 - $83.37 $1.62 Million - $1.93 Million
23,122 New
23,122 $1.92 Million
Q2 2022

Aug 15, 2022
SELL
$55.73 - $76.55 $891 - $1,224
-16 Closed
0 $0
Q1 2022

May 02, 2022
SELL
$65.63 - $82.62 $19,820 - $24,951
-302 Reduced 94.97%
16 $1,000
Q4 2021

Jan 26, 2022
BUY
$73.11 - $83.4 $2,558 - $2,919
35 Added 12.37%
318 $52,000
Q3 2021

Oct 21, 2021
SELL
$73.24 - $78.94 $1.61 Million - $1.74 Million
-22,013 Reduced 98.73%
283 $42,000
Q2 2021

Aug 09, 2021
BUY
$65.3 - $73.24 $1.46 Million - $1.63 Million
22,296 New
22,296 $3.25 Million
Q4 2020

Feb 04, 2021
SELL
$55.95 - $64.38 $1,510 - $1,738
-27 Closed
0 $0
Q3 2020

Oct 28, 2020
BUY
$51.42 - $61.56 $1,388 - $1,662
27 New
27 $3,000
Q2 2020

Aug 07, 2020
SELL
$37.99 - $51.32 $1,063 - $1,436
-28 Closed
0 $0
Q1 2020

Jun 03, 2020
BUY
$34.6 - $51.17 $968 - $1,432
28 New
28 $2,000

Others Institutions Holding SCHG

# of Institutions
1,366
Shares Held
1.89B
Call Options Held
167K
Put Options Held
96.6K
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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