Wealthcare Advisory Partners LLC Schwab Strategic Tr Us Large C Transaction History

Wealthcare Advisory Partners LLC

  • $3.43 Billion
  • Q3 2024

A detailed history of Wealthcare Advisory Partners LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 157,368 shares of SCHG stock, worth $4.31 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
157,368
Previous 17,408 804.0%
Holding current value
$4.31 Million
Previous $1.76 Million 834.13%
% of portfolio
0.48%
Previous 0.06%

Shares

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

Nov 04, 2024
BUY
$92.63 - $105.69 $13 Million - $14.8 Million
139,960 Added 804.0%
157,368 $16.4 Million
Q2 2024

Aug 09, 2024
BUY
$87.04 - $101.61 $64,757 - $75,597
744 Added 4.46%
17,408 $1.76 Million
Q1 2024

Apr 15, 2024
BUY
$80.6 - $93.32 $113,242 - $131,114
1,405 Added 9.21%
16,664 $1.55 Million
Q4 2023

Feb 06, 2024
BUY
$70.08 - $83.37 $71,551 - $85,120
1,021 Added 7.17%
15,259 $1.27 Million
Q3 2023

Oct 12, 2023
BUY
$71.99 - $78.02 $277,953 - $301,235
3,861 Added 37.21%
14,238 $1.04 Million
Q2 2023

Jul 17, 2023
BUY
$63.6 - $74.95 $227,179 - $267,721
3,572 Added 52.49%
10,377 $777,000
Q1 2023

May 04, 2023
BUY
$54.19 - $65.17 $368,762 - $443,481
6,805 New
6,805 $443,000
Q2 2021

Aug 16, 2021
SELL
$65.3 - $73.24 $5,419 - $6,078
-83 Closed
0 $0
Q1 2021

Apr 30, 2021
BUY
$61.41 - $68.35 $5,097 - $5,673
83 New
83 $11,000
Q2 2020

Jul 29, 2020
SELL
$37.99 - $51.32 $3,115 - $4,208
-82 Closed
0 $0
Q3 2019

Oct 17, 2019
SELL
$41.7 - $42.86 $1,125 - $1,157
-27 Reduced 24.77%
82 $7,000
Q1 2018

May 15, 2018
BUY
N/A
109 New
109 $8,000

Others Institutions Holding SCHG

# of Institutions
1,310
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
  • Sector ETFs
  • Industry ETFs
More about SCHG
Track This Portfolio

Track Wealthcare Advisory Partners LLC Portfolio

Follow Wealthcare Advisory Partners 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 Wealthcare Advisory Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthcare Advisory Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email