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

New Insight Wealth Advisors

  • $220 Billion
  • Q1 2025

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 21,727 shares of SCHG stock, worth $598,796. This represents 0.25% of its overall portfolio holdings.

Number of Shares
21,727
Previous 20,875 4.08%
Holding current value
$598,796
Previous $582 Million 6.49%
% of portfolio
0.25%
Previous 0.29%

Shares

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

Apr 30, 2025
BUY
$24.91 - $29.02 $21,223 - $24,725
852 Added 4.08%
21,727 $544 Million
Q4 2024

Feb 07, 2025
BUY
$25.93 - $105.3 $404,948 - $1.64 Million
15,617 Added 297.01%
20,875 $582 Million
Q3 2024

Nov 13, 2024
BUY
$92.63 - $105.69 $31,679 - $36,145
342 Added 6.96%
5,258 $548 Million
Q2 2024

Aug 15, 2024
BUY
$87.04 - $101.61 $108,625 - $126,809
1,248 Added 34.02%
4,916 $496 Million
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
1,498
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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