Mount Yale Investment Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Mount Yale Investment Advisors, LLC

  • $1.2 Billion
  • Q4 2024

A detailed history of Mount Yale Investment Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 9,411 shares of SCHG stock, worth $267,460. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,411
Previous 2,152 337.31%
Holding current value
$267,460
Previous $224,000 16.96%
% of portfolio
0.02%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$25.93 - $105.3 $188,225 - $764,372
7,259 Added 337.31%
9,411 $262,000
Q3 2024

Oct 23, 2024
BUY
$92.63 - $105.69 $199,339 - $227,444
2,152 New
2,152 $224,000

Others Institutions Holding SCHG

# of Institutions
1,407
Shares Held
1.99B
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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