Wbh Advisory Inc Schwab Strategic Tr Us Large C Transaction History

Wbh Advisory Inc

  • $1.05 Billion
  • Q3 2024

A detailed history of Wbh Advisory Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wbh Advisory Inc holds 180,129 shares of SCHG stock, worth $4.95 Million. This represents 1.79% of its overall portfolio holdings.

Number of Shares
180,129
Previous 183,019 1.58%
Holding current value
$4.95 Million
Previous $18.5 Million 1.68%
% of portfolio
1.79%
Previous 1.88%

Shares

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

Oct 15, 2024
SELL
$92.63 - $105.69 $267,700 - $305,444
-2,890 Reduced 1.58%
180,129 $18.8 Million
Q2 2024

Jul 11, 2024
SELL
$87.04 - $101.61 $1.45 Million - $1.7 Million
-16,688 Reduced 8.36%
183,019 $18.5 Million
Q1 2024

Apr 16, 2024
SELL
$80.6 - $93.32 $2.39 Million - $2.77 Million
-29,648 Reduced 12.93%
199,707 $18.5 Million
Q4 2023

Jan 09, 2024
BUY
$70.08 - $83.37 $214,514 - $255,195
3,061 Added 1.35%
229,355 $19 Million
Q3 2023

Oct 10, 2023
SELL
$71.99 - $78.02 $1.78 Million - $1.93 Million
-24,766 Reduced 9.86%
226,294 $16.5 Million
Q2 2023

Jul 12, 2023
BUY
$63.6 - $74.95 $2.19 Million - $2.58 Million
34,411 Added 15.88%
251,060 $18.8 Million
Q1 2023

Apr 20, 2023
SELL
$54.19 - $65.17 $2.06 Million - $2.48 Million
-38,102 Reduced 14.96%
216,649 $14.1 Million
Q3 2022

Oct 18, 2022
BUY
$55.81 - $69.25 $2.53 Million - $3.14 Million
45,373 Added 21.67%
254,751 $14.2 Million
Q2 2022

Jul 12, 2022
BUY
$55.73 - $76.55 $2.57 Million - $3.53 Million
46,127 Added 28.26%
209,378 $12.6 Million
Q1 2022

Apr 29, 2022
BUY
$65.63 - $82.62 $5.6 Million - $7.04 Million
85,256 Added 109.31%
163,251 $0
Q4 2021

Jan 28, 2022
BUY
$73.11 - $83.4 $5.7 Million - $6.5 Million
77,995 New
77,995 $12.8 Million

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
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