Soa Wealth Advisors, Llc. Schwab Strategic Tr Us Large C Transaction History

Soa Wealth Advisors, Llc.

$850 Million
Q1 2025

A detailed history of Soa Wealth Advisors, Llc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 13,781 shares of SCHG stock, worth $379,804. This represents 0.04% of its overall portfolio holdings.

Number of Shares

13,781

Previous 13,765 0.12%

Holding current value

$379,804

Previous $383,000 10.18%

% of portfolio

0.04%

Previous 0.07%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	BUY	$24.91 - $29.02 $398 - $464	16 Added 0.12%	13,781 $344,000
Q4 2024 Jan 28, 2025	BUY	$25.93 - $105.3 $267,779 - $1.09 Million	10,327 Added 300.38%	13,765 $383,000
Q3 2024 Oct 08, 2024	BUY	$92.63 - $105.69 $648 - $739	7 Added 0.2%	3,438 $358,000
Q1 2024 Apr 10, 2024	BUY	$80.6 - $93.32 $403 - $466	5 Added 0.15%	3,431 $318,000
Q4 2023 Jan 10, 2024	BUY	$70.08 - $83.37 $280 - $333	4 Added 0.12%	3,426 $284,000
Q3 2023 Oct 10, 2023	BUY	$71.99 - $78.02 $287 - $312	4 Added 0.12%	3,422 $248,000
Q2 2023 Jul 07, 2023	BUY	$63.6 - $74.95 $254 - $299	4 Added 0.12%	3,418 $256,000
Q1 2023 Apr 28, 2023	BUY	$54.19 - $65.17 $14,577 - $17,530	269 Added 8.55%	3,414 $222,000
Q4 2022 Jan 10, 2023	SELL	$54.31 - $60.76 $13,143 - $14,703	-242 Reduced 7.14%	3,145 $0
Q3 2022 Oct 07, 2022	BUY	$55.81 - $69.25 $15,236 - $18,905	273 Added 8.77%	3,387 $189,000
Q2 2022 Jul 13, 2022	BUY	$55.73 - $76.55 $33,493 - $46,006	601 Added 23.92%	3,114 $180,000
Q1 2022 Apr 07, 2022	BUY	$65.63 - $82.62 $163,746 - $206,136	2,495 Added 13861.11%	2,513 $188,000
Q4 2021 Jan 13, 2022	BUY	$73.11 - $83.4 $1,315 - $1,501	18 New	18 $2,000
Q3 2021 Oct 12, 2021	SELL	$73.24 - $78.94 $4,540 - $4,894	-62 Closed	0 $0
Q1 2021 Apr 26, 2021	BUY	$61.41 - $68.35 $1,658 - $1,845	27 Added 77.14%	62 $8,000
Q4 2020 Mar 10, 2021	BUY	$55.95 - $64.38 $1,958 - $2,253	35 New	35 $4,000

Others Institutions Holding SCHG

# of Institutions

1,498

Shares Held

739M

Call Options Held

327K

Put Options Held

193K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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Soa Wealth Advisors, Llc. Schwab Strategic Tr Us Large C Transaction History