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

My Legacy Advisors, LLC

  • $249 Million
  • Q3 2024

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 3,709 shares of SCHG stock, worth $101,960. This represents 0.15% of its overall portfolio holdings.

Number of Shares
3,709
Previous 10,369 64.23%
Holding current value
$101,960
Previous $1.05 Million 63.06%
% of portfolio
0.15%
Previous 0.34%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,309
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
Track This Portfolio

Track My Legacy Advisors, LLC Portfolio

Follow My Legacy 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 My Legacy Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on My Legacy Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email