Navis Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Navis Wealth Advisors, LLC

  • $99.6 Million
  • Q1 2025

A detailed history of Navis Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Navis Wealth Advisors, LLC holds 11,552 shares of SCHG stock, worth $349,332. This represents 0.29% of its overall portfolio holdings.

Number of Shares
11,552
Previous 11,552 -0.0%
Holding current value
$349,332
Previous $321,000 9.97%
% of portfolio
0.29%
Previous 0.36%

Shares

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

Jan 21, 2025
BUY
$25.93 - $105.3 $224,657 - $912,319
8,664 Added 300.0%
11,552 $321,000
Q3 2024

Oct 24, 2024
BUY
$92.63 - $105.69 $267,515 - $305,232
2,888 New
2,888 $300,000

Others Institutions Holding SCHG

# of Institutions
1,562
Shares Held
760M
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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