Soltis Investment Advisors LLC Schwab Strategic Tr Us Large C Transaction History

Soltis Investment Advisors LLC

  • $941 Million
  • Q2 2024

A detailed history of Soltis Investment Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Soltis Investment Advisors LLC holds 5,800 shares of SCHG stock, worth $156,484. This represents 0.06% of its overall portfolio holdings.

Number of Shares
5,800
Previous 5,900 1.69%
Holding current value
$156,484
Previous $547,000 6.76%
% of portfolio
0.06%
Previous 0.06%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
SELL
$87.04 - $101.61 $8,704 - $10,161
-100 Reduced 1.69%
5,800 $584,000
Q1 2024

Apr 29, 2024
SELL
$80.6 - $93.32 $8,059 - $9,332
-100 Reduced 1.67%
5,900 $547,000
Q4 2023

Jan 26, 2024
SELL
$70.08 - $83.37 $66,505 - $79,118
-949 Reduced 13.66%
6,000 $497,000
Q3 2023

Nov 08, 2023
BUY
$71.99 - $78.02 $68,318 - $74,040
949 Added 15.82%
6,949 $505,000
Q2 2022

Aug 11, 2022
SELL
$55.73 - $76.55 $6,910 - $9,492
-124 Reduced 2.02%
6,000 $348,000
Q1 2022

May 06, 2022
BUY
$65.63 - $82.62 $401,918 - $505,964
6,124 New
6,124 $458,000

Others Institutions Holding SCHG

# of Institutions
1,309
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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