My Legacy Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

My Legacy Advisors, LLC

  • $253 Million
  • Q1 2025

A detailed history of My Legacy Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, My Legacy Advisors, LLC holds 12,107 shares of SCHG stock, worth $333,668. This represents 0.12% of its overall portfolio holdings.

Number of Shares
12,107
Previous 16,564 26.91%
Holding current value
$333,668
Previous $461,000 34.49%
% of portfolio
0.12%
Previous 0.18%

Shares

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

Apr 15, 2025
SELL
$24.91 - $29.02 $111,023 - $129,342
-4,457 Reduced 26.91%
12,107 $302,000
Q4 2024

Jan 16, 2025
BUY
$25.93 - $105.3 $333,330 - $1.35 Million
12,855 Added 346.59%
16,564 $461,000
Q3 2024

Oct 21, 2024
SELL
$92.63 - $105.69 $616,915 - $703,895
-6,660 Reduced 64.23%
3,709 $386,000
Q2 2024

Jul 24, 2024
SELL
$87.04 - $101.61 $120,289 - $140,425
-1,382 Reduced 11.76%
10,369 $1.05 Million
Q1 2024

Jul 25, 2024
BUY
$80.6 - $93.32 $81,164 - $93,973
1,007 Added 9.71%
11,376 $1.05 Million
Q4 2023

Jan 12, 2024
SELL
$70.08 - $83.37 $376,049 - $447,363
-5,366 Reduced 31.35%
11,751 $974,000
Q3 2023

Oct 20, 2023
SELL
$71.99 - $78.02 $47,009 - $50,947
-653 Reduced 3.67%
17,117 $1.24 Million
Q2 2023

Jul 14, 2023
BUY
$63.6 - $74.95 $36,760 - $43,321
578 Added 3.36%
17,770 $1.33 Million
Q1 2023

Apr 11, 2023
SELL
$54.19 - $65.17 $2,059 - $2,476
-38 Reduced 0.22%
17,192 $1.12 Million
Q4 2022

Feb 07, 2023
BUY
$54.31 - $60.76 $15,641 - $17,498
288 Added 1.7%
17,230 $957,000
Q3 2022

Oct 17, 2022
SELL
$55.81 - $69.25 $171,504 - $212,805
-3,073 Reduced 15.35%
16,942 $924,000
Q2 2022

Jul 12, 2022
BUY
$55.73 - $76.55 $95,576 - $131,283
1,715 Added 9.37%
20,015 $1.2 Million
Q1 2022

Apr 07, 2022
BUY
$65.63 - $82.62 $1.2 Million - $1.51 Million
18,300 New
18,300 $1.37 Million

Others Institutions Holding SCHG

# of Institutions
1,499
Shares Held
739M
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
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