New Insight Wealth Advisors Schwab Strategic Tr Us Large C Transaction History

New Insight Wealth Advisors

  • $160 Billion
  • Q1 2024

A detailed history of New Insight Wealth Advisors transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, New Insight Wealth Advisors holds 3,668 shares of SCHG stock, worth $378,647. This represents 0.21% of its overall portfolio holdings.

Number of Shares
3,668
Previous 2,663 37.74%
Holding current value
$378,647
Previous $221 Million 53.94%
% of portfolio
0.21%
Previous 0.15%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024
BUY
$80.6 - $93.32 $81,003 - $93,786
1,005 Added 37.74%
3,668 $340 Million
Q4 2023

May 08, 2024
BUY
$70.08 - $83.37 $186,623 - $222,014
2,663 New
2,663 $221 Million

Others Institutions Holding SCHG

# of Institutions
1,186
Shares Held
165M
Call Options Held
148K
Put Options Held
24.3K
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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