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

Wescott Financial Advisory Group, LLC

  • $862 Million
  • Q4 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 20,043 shares of SCHG stock, worth $524,525. This represents 0.06% of its overall portfolio holdings.

Number of Shares
20,043
Previous 6,097 228.74%
Holding current value
$524,525
Previous $635,000 12.13%
% of portfolio
0.06%
Previous 0.08%

Shares

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

Feb 12, 2025
BUY
$25.93 - $105.3 $361,619 - $1.47 Million
13,946 Added 228.74%
20,043 $558,000
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
1,473
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
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