Vision Point Advisory Group, LLC Schwab Strategic Tr Us Large C Transaction History

Vision Point Advisory Group, LLC

$264 Million
Q4 2024

A detailed history of Vision Point Advisory Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Vision Point Advisory Group, LLC holds 4,491 shares of SCHG stock, worth $115,328. This represents 0.05% of its overall portfolio holdings.

Number of Shares

4,491

Previous 1,051 327.31%

Holding current value

$115,328

Previous $109,000 14.68%

% of portfolio

0.05%

Previous 0.04%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	BUY	$25.93 - $105.3 $89,199 - $362,232	3,440 Added 327.31%	4,491 $125,000
Q3 2024 Oct 15, 2024	BUY	$92.63 - $105.69 $31,494 - $35,934	340 Added 47.82%	1,051 $109,000
Q2 2024 Aug 01, 2024	BUY	$87.04 - $101.61 $55,096 - $64,319	633 Added 811.54%	711 $71,000
Q1 2024 May 10, 2024	BUY	$80.6 - $93.32 $5,883 - $6,812	73 Added 1460.0%	78 $7,000
Q4 2023 Feb 07, 2024	BUY	$70.08 - $83.37 $350 - $416	5 New	5 $0

Others Institutions Holding SCHG

# of Institutions

1,477

Shares Held

2.27B

Call Options Held

296K

Put Options Held

153K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
Sector ETFs
Industry ETFs

More about SCHG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Vision Point Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vision Point Advisory Group, LLC with notifications on news.

Account

Vision Point Advisory Group, LLC Schwab Strategic Tr Us Large C Transaction History