Msh Capital Advisors LLC Schwab Strategic Tr Us Large C Transaction History

Msh Capital Advisors LLC

  • $323 Billion
  • Q1 2025

A detailed history of Msh Capital Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Msh Capital Advisors LLC holds 265,271 shares of SCHG stock, worth $6.74 Million. This represents 2.05% of its overall portfolio holdings.

Number of Shares
265,271
Previous 230,368 15.15%
Holding current value
$6.74 Million
Previous $6.42 Billion 3.46%
% of portfolio
2.05%
Previous 2.02%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
BUY
$24.91 - $29.02 $869,433 - $1.01 Million
34,903 Added 15.15%
265,271 $6.64 Billion
Q4 2024

Feb 13, 2025
BUY
$25.93 - $105.3 $5.48 Million - $22.3 Million
211,340 Added 1110.68%
230,368 $6.42 Billion
Q3 2024

Feb 13, 2025
BUY
$92.63 - $105.69 $408,405 - $465,987
4,409 Added 8.86%
54,149 $5.64 Billion
Q2 2024

Feb 13, 2025
BUY
$87.04 - $101.61 $514,667 - $600,819
5,913 Added 13.49%
49,740 $5.02 Billion
Q1 2024

Feb 13, 2025
BUY
$80.6 - $93.32 $674,380 - $780,808
8,367 Added 23.6%
43,827 $4.06 Billion
Q4 2023

Feb 13, 2025
BUY
$70.08 - $83.37 $425,245 - $505,889
6,068 Added 20.65%
35,460 $2.94 Billion
Q3 2023

Feb 13, 2025
BUY
$71.99 - $78.02 $241,382 - $261,601
3,353 Added 12.88%
29,392 $2.14 Billion
Q2 2023

Feb 13, 2025
BUY
$63.6 - $74.95 $49,544 - $58,386
779 Added 3.08%
26,039 $1.95 Billion
Q1 2023

Feb 13, 2025
BUY
$54.19 - $65.17 $56,682 - $68,167
1,046 Added 4.32%
25,260 $1.65 Billion
Q4 2022

Feb 13, 2025
BUY
$54.31 - $60.76 $90,154 - $100,861
1,660 Added 7.36%
24,214 $1.35 Billion
Q3 2022

Feb 13, 2025
SELL
$55.81 - $69.25 $11.6 Million - $14.4 Million
-207,814 Reduced 90.21%
22,554 $1.26 Billion
Q2 2022

Feb 13, 2025
BUY
$55.73 - $76.55 $228,938 - $314,467
4,108 Added 27.53%
19,028 $1.1 Billion
Q1 2022

Feb 13, 2025
BUY
$65.63 - $82.62 $569,012 - $716,315
8,670 Added 138.72%
14,920 $1.12 Billion
Q4 2021

Feb 13, 2025
BUY
$73.11 - $83.4 $456,937 - $521,250
6,250 New
6,250 $1.02 Billion

Others Institutions Holding SCHG

# of Institutions
1,497
Shares Held
737M
Call Options Held
327K
Put Options Held
193K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
Track This Portfolio

Track Msh Capital Advisors LLC Portfolio

Follow Msh Capital Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Msh Capital Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Msh Capital Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email