A detailed history of Operose Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Operose Advisors LLC holds 8,719 shares of SCHG stock, worth $252,327. This represents 0.08% of its overall portfolio holdings.

Number of Shares
8,719
Previous 2,179 300.14%
Holding current value
$252,327
Previous $227,000 6.61%
% of portfolio
0.08%
Previous 0.07%

Shares

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

Feb 13, 2025

BUY
$25.93 - $105.3 $169,582 - $688,662
6,540 Added 300.14%
8,719 $242,000
Q3 2024

Nov 13, 2024

BUY
$92.63 - $105.69 $92 - $105
1 Added 0.05%
2,179 $227,000
Q1 2024

May 13, 2024

BUY
$80.6 - $93.32 $54,646 - $63,270
678 Added 45.2%
2,178 $201,000
Q3 2023

Nov 13, 2023

BUY
$71.99 - $78.02 $107,984 - $117,030
1,500 New
1,500 $109,000

Others Institutions Holding SCHG

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
Track This Portfolio

Track Operose Advisors LLC Portfolio

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

News

Stay updated on Operose Advisors LLC with notifications on news.