Sightline Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Sightline Wealth Advisors, LLC

  • $181 Million
  • Q3 2024

A detailed history of Sightline Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Sightline Wealth Advisors, LLC holds 12,833 shares of SCHG stock, worth $363,302. This represents 0.74% of its overall portfolio holdings.

Number of Shares
12,833
Previous 10,902 17.71%
Holding current value
$363,302
Previous $1.1 Million 21.57%
% of portfolio
0.74%
Previous 0.69%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
BUY
$92.63 - $105.69 $178,868 - $204,087
1,931 Added 17.71%
12,833 $1.34 Million
Q2 2024

Aug 02, 2024
BUY
$87.04 - $101.61 $948,910 - $1.11 Million
10,902 New
10,902 $1.1 Million

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
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