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 $351,624. This represents 0.74% of its overall portfolio holdings.

Number of Shares
12,833
Previous 10,902 17.71%
Holding current value
$351,624
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
1,310
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 Sightline Wealth Advisors, LLC Portfolio

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

News

Stay updated on Sightline Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email