Wescott Financial Advisory Group, LLC Schwab Strategic Tr Us Large C Transaction History

Wescott Financial Advisory Group, LLC

  • $822 Million
  • Q3 2024

A detailed history of Wescott Financial Advisory Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 6,097 shares of SCHG stock, worth $172,606. This represents 0.08% of its overall portfolio holdings.

Number of Shares
6,097
Previous 6,917 11.85%
Holding current value
$172,606
Previous $697,000 8.9%
% of portfolio
0.08%
Previous 0.09%

Shares

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

Nov 12, 2024
SELL
$92.63 - $105.69 $75,956 - $86,665
-820 Reduced 11.85%
6,097 $635,000
Q2 2024

Aug 14, 2024
BUY
$87.04 - $101.61 $18,365 - $21,439
211 Added 3.15%
6,917 $697,000
Q1 2024

May 13, 2024
BUY
$80.6 - $93.32 $16,281 - $18,850
202 Added 3.11%
6,706 $621,000
Q4 2023

Feb 13, 2024
BUY
$70.08 - $83.37 $70 - $83
1 Added 0.02%
6,504 $539,000
Q3 2023

Nov 09, 2023
BUY
$71.99 - $78.02 $6,623 - $7,177
92 Added 1.44%
6,503 $472,000
Q2 2023

Aug 11, 2023
SELL
$63.6 - $74.95 $31,227 - $36,800
-491 Reduced 7.11%
6,411 $480,000
Q1 2023

May 10, 2023
BUY
$54.19 - $65.17 $4,389 - $5,278
81 Added 1.19%
6,902 $449,000
Q4 2022

Feb 06, 2023
BUY
$54.31 - $60.76 $108 - $121
2 Added 0.03%
6,821 $378,000
Q3 2022

Nov 14, 2022
BUY
$55.81 - $69.25 $21,151 - $26,245
379 Added 5.89%
6,819 $381,000
Q2 2022

Jul 28, 2022
BUY
$55.73 - $76.55 $55 - $76
1 Added 0.02%
6,440 $373,000
Q1 2022

May 16, 2022
BUY
$65.63 - $82.62 $422,591 - $531,990
6,439 New
6,439 $482,000

Others Institutions Holding SCHG

# of Institutions
1,314
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
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