A detailed history of New Wave Wealth Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 87 shares of SCHG stock, worth $2,475. This represents 0.0% of its overall portfolio holdings.

Number of Shares
87
Previous 2,298 96.21%
Holding current value
$2,475
Previous $239 Million 98.99%
% of portfolio
0.0%
Previous 0.11%

Shares

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

Jan 23, 2025

SELL
$25.93 - $105.3 $57,331 - $232,818
-2,211 Reduced 96.21%
87 $2.43 Million
Q3 2024

Oct 23, 2024

BUY
$92.63 - $105.69 $212,863 - $242,875
2,298 New
2,298 $239 Million

Others Institutions Holding SCHG

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
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