Wayfinding Financial, LLC Schwab Strategic Tr Us Large C Transaction History

Wayfinding Financial, LLC

  • $187 Million
  • Q4 2024

A detailed history of Wayfinding Financial, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wayfinding Financial, LLC holds 8,408 shares of SCHG stock, worth $210,872. This represents 0.13% of its overall portfolio holdings.

Number of Shares
8,408
Holding current value
$210,872
% of portfolio
0.13%

Shares

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

Feb 11, 2025
BUY
$25.93 - $105.3 $218,019 - $885,362
8,408 New
8,408 $234,000
Q2 2024

Aug 09, 2024
BUY
$87.04 - $101.61 $182,958 - $213,584
2,102 New
2,102 $211,000
Q2 2023

Jul 31, 2023
BUY
$63.6 - $74.95 $194,616 - $229,347
3,060 New
3,060 $229,000
Q4 2022

Feb 09, 2023
SELL
$54.31 - $60.76 $55,341 - $61,914
-1,019 Reduced 20.75%
3,892 $541,000
Q3 2022

Nov 08, 2022
BUY
$55.81 - $69.25 $274,082 - $340,086
4,911 New
4,911 $274,000
Q1 2022

May 09, 2022
SELL
$65.63 - $82.62 $255,431 - $321,557
-3,892 Closed
0 $0
Q4 2021

Jan 28, 2022
BUY
$73.11 - $83.4 $284,544 - $324,592
3,892 New
3,892 $541,000

Others Institutions Holding SCHG

# of Institutions
1,474
Shares Held
2.26B
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
Track This Portfolio

Track Wayfinding Financial, LLC Portfolio

Follow Wayfinding Financial, 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 Wayfinding Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wayfinding Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email