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

Sightline Wealth Advisors, LLC

  • $185 Million
  • Q4 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 57,356 shares of SCHG stock, worth $1.63 Million. This represents 0.86% of its overall portfolio holdings.

Number of Shares
57,356
Previous 12,833 346.94%
Holding current value
$1.63 Million
Previous $1.34 Million 19.61%
% of portfolio
0.86%
Previous 0.74%

Shares

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

Jan 13, 2025
BUY
$25.93 - $105.3 $1.15 Million - $4.69 Million
44,523 Added 346.94%
57,356 $1.6 Million
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
1,339
Shares Held
1.8B
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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