Us Advisors Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History

Us Advisors Wealth Management, LLC

  • $308 Million
  • Q4 2024

A detailed history of Us Advisors Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Us Advisors Wealth Management, LLC holds 481,795 shares of SCHG stock, worth $12.2 Million. This represents 4.36% of its overall portfolio holdings.

Number of Shares
481,795
Previous 115,039 318.81%
Holding current value
$12.2 Million
Previous $11.9 Million 12.61%
% of portfolio
4.36%
Previous 4.17%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
BUY
$25.93 - $105.3 $9.51 Million - $38.6 Million
366,756 Added 318.81%
481,795 $13.4 Million
Q3 2024

Nov 07, 2024
SELL
$92.63 - $105.69 $6.02 Million - $6.87 Million
-64,982 Reduced 36.1%
115,039 $11.9 Million
Q2 2024

Aug 06, 2024
BUY
$87.04 - $101.61 $7.12 Million - $8.31 Million
81,765 Added 83.22%
180,021 $15.7 Million
Q1 2024

May 02, 2024
BUY
$80.6 - $93.32 $481,101 - $557,027
5,969 Added 6.47%
98,256 $9.13 Million
Q4 2023

Feb 12, 2024
BUY
$70.08 - $83.37 $6.18 Million - $7.35 Million
88,182 Added 2148.16%
92,287 $7.66 Million
Q3 2023

Nov 09, 2023
BUY
$71.99 - $78.02 $295,518 - $320,272
4,105 New
4,105 $298,000
Q3 2022

Nov 14, 2022
SELL
$55.81 - $69.25 $502 - $623
-9 Reduced 0.09%
10,532 $588,000
Q2 2022

Aug 12, 2022
SELL
$55.73 - $76.55 $13,988 - $19,214
-251 Reduced 2.33%
10,541 $611,000
Q1 2022

Jun 08, 2022
BUY
$65.63 - $82.62 $267,376 - $336,593
4,074 Added 60.64%
10,792 $807,000
Q4 2021

Feb 14, 2022
SELL
$73.11 - $83.4 $72,890 - $83,149
-997 Reduced 12.92%
6,718 $1.1 Million
Q3 2021

Nov 03, 2021
BUY
$73.24 - $78.94 $565,046 - $609,022
7,715 New
7,715 $1.14 Million
Q2 2021

Aug 09, 2021
SELL
$65.3 - $73.24 $557,857 - $625,689
-8,543 Closed
0 $0
Q1 2021

May 11, 2021
SELL
$61.41 - $68.35 $5.89 Million - $6.56 Million
-95,965 Reduced 91.83%
8,543 $1.11 Million
Q4 2020

Feb 11, 2021
SELL
$55.95 - $64.38 $726,231 - $835,652
-12,980 Reduced 11.05%
104,508 $13.4 Million
Q3 2020

Nov 04, 2020
SELL
$51.42 - $61.56 $87,928 - $105,267
-1,710 Reduced 1.43%
117,488 $13.5 Million
Q2 2020

Aug 13, 2020
BUY
$37.99 - $51.32 $553,362 - $747,527
14,566 Added 13.92%
119,198 $12.1 Million
Q1 2020

Apr 28, 2020
BUY
$34.6 - $51.17 $223,689 - $330,814
6,465 Added 6.59%
104,632 $8.33 Million
Q4 2019

Feb 14, 2020
SELL
$40.97 - $46.72 $95,460 - $108,857
-2,330 Reduced 2.32%
98,167 $9.16 Million
Q3 2019

Nov 07, 2019
SELL
$41.7 - $42.86 $2,585 - $2,657
-62 Reduced 0.06%
100,497 $8.44 Million
Q2 2019

Aug 09, 2019
SELL
N/A
-611 Reduced 0.6%
100,559 $8.37 Million
Q1 2019

May 06, 2019
BUY
N/A
1,879 Added 1.89%
101,170 $8.04 Million
Q4 2018

Feb 08, 2019
BUY
N/A
11,591 Added 13.22%
99,291 $6.84 Million
Q3 2018

Oct 25, 2018
BUY
N/A
379 Added 0.43%
87,700 $7.19 Million
Q2 2018

Oct 10, 2018
BUY
N/A
188 Added 0.22%
87,321 $6.62 Million
Q1 2018

Apr 18, 2018
BUY
N/A
3,499 Added 4.18%
87,133 $6.25 Million
Q4 2017

Mar 28, 2018
BUY
N/A
83,634
83,634 $0

Others Institutions Holding SCHG

# of Institutions
1,491
Shares Held
709M
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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