Wall Street Access Asset Management, LLC Schwab Strategic Tr Us Large C Transaction History

Wall Street Access Asset Management, LLC

  • $240 Million
  • Q1 2024

A detailed history of Wall Street Access Asset Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wall Street Access Asset Management, LLC holds 8,680 shares of SCHG stock, worth $889,873. This represents 0.33% of its overall portfolio holdings.

Number of Shares
8,680
Previous 8,680 -0.0%
Holding current value
$889,873
Previous $720,000 11.67%
% of portfolio
0.33%
Previous 0.34%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Oct 20, 2023
BUY
$63.6 - $74.95 $552,048 - $650,566
8,680 New
8,680 $650,000
Q1 2023

May 11, 2023
BUY
$54.19 - $65.17 $470,369 - $565,675
8,680 New
8,680 $565,000

Others Institutions Holding SCHG

# of Institutions
1,186
Shares Held
165M
Call Options Held
148K
Put Options Held
24.3K
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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