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

Soa Wealth Advisors, Llc.

  • $532 Million
  • Q4 2024

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 13,765 shares of SCHG stock, worth $360,230. This represents 0.07% of its overall portfolio holdings.

Number of Shares
13,765
Previous 13,765 -0.0%
Holding current value
$360,230
Previous $383,000 -0.0%
% of portfolio
0.07%
Previous 0.07%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,474
Shares Held
2.26B
Call Options Held
296K
Put Options Held
153K
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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