United Advisor Group, LLC Schwab Strategic Tr Us Large C Transaction History

United Advisor Group, LLC

  • $422 Million
  • Q3 2024

A detailed history of United Advisor Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, United Advisor Group, LLC holds 5,113 shares of SCHG stock, worth $140,914. This represents 0.13% of its overall portfolio holdings.

Number of Shares
5,113
Previous 9,104 43.84%
Holding current value
$140,914
Previous $918,000 42.05%
% of portfolio
0.13%
Previous 0.3%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
SELL
$92.63 - $105.69 $369,686 - $421,808
-3,991 Reduced 43.84%
5,113 $532,000
Q2 2024

Aug 08, 2024
BUY
$87.04 - $101.61 $317,434 - $370,571
3,647 Added 66.83%
9,104 $918,000
Q1 2024

May 14, 2024
BUY
$80.6 - $93.32 $439,834 - $509,247
5,457 New
5,457 $505,000

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
Track This Portfolio

Track United Advisor Group, LLC Portfolio

Follow United Advisor Group, 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 United Advisor Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on United Advisor Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email