Rocky Mountain Advisers, LLC Schwab Strategic Tr Us Large C Transaction History

Rocky Mountain Advisers, LLC

  • $122 Million
  • Q3 2024

A detailed history of Rocky Mountain Advisers, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Rocky Mountain Advisers, LLC holds 5,290 shares of SCHG stock, worth $149,759. This represents 0.45% of its overall portfolio holdings.

Number of Shares
5,290
Previous 5,290 -0.0%
Holding current value
$149,759
Previous $533,000 3.38%
% of portfolio
0.45%
Previous 0.47%

Shares

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

Apr 26, 2024
SELL
$80.6 - $93.32 $32,239 - $37,328
-400 Reduced 7.03%
5,290 $490,000
Q1 2022

Apr 27, 2022
BUY
$65.63 - $82.62 $186,717 - $235,053
2,845 Added 100.0%
5,690 $426,000
Q3 2020

Oct 21, 2020
SELL
$51.42 - $61.56 $22,573 - $27,024
-439 Reduced 13.37%
2,845 $328,000
Q2 2020

Jul 27, 2020
BUY
$37.99 - $51.32 $37 - $51
1 Added 0.03%
3,284 $333,000
Q1 2020

Apr 29, 2020
BUY
$34.6 - $51.17 $34 - $51
1 Added 0.03%
3,283 $261,000
Q4 2019

Jan 31, 2020
BUY
$40.97 - $46.72 $81 - $93
2 Added 0.06%
3,282 $305,000
Q3 2019

Oct 25, 2019
BUY
$41.7 - $42.86 $41 - $42
1 Added 0.03%
3,280 $276,000
Q1 2019

Apr 25, 2019
BUY
N/A
2 Added 0.06%
3,279 $260,000
Q4 2018

Jan 22, 2019
BUY
N/A
2 Added 0.06%
3,277 $226,000
Q3 2018

Oct 23, 2018
BUY
N/A
1 Added 0.03%
3,275 $269,000
Q1 2018

May 16, 2018
BUY
N/A
1 Added 0.03%
3,274 $235,000
Q4 2017

Feb 14, 2018
SELL
N/A
-6 Reduced 0.18%
3,273 $231,000
Q3 2017

Nov 14, 2017
BUY
N/A
434 Added 15.25%
3,279 $217,000
Q2 2017

Aug 14, 2017
BUY
N/A
2,845
2,845 $180,000

Others Institutions Holding SCHG

# of Institutions
1,314
Shares Held
181M
Call Options Held
140K
Put Options Held
91.5K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
Track This Portfolio

Track Rocky Mountain Advisers, LLC Portfolio

Follow Rocky Mountain Advisers, 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 Rocky Mountain Advisers, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rocky Mountain Advisers, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email