Wespac Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Wespac Advisors, LLC

  • $131 Million
  • Q3 2024

A detailed history of Wespac Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wespac Advisors, LLC holds 6,594 shares of SCHG stock, worth $180,477. This represents 0.53% of its overall portfolio holdings.

Number of Shares
6,594
Previous 13,860 52.42%
Holding current value
$180,477
Previous $1.4 Million 50.89%
% of portfolio
0.53%
Previous 1.13%

Shares

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

Nov 12, 2024
SELL
$92.63 - $105.69 $673,049 - $767,943
-7,266 Reduced 52.42%
6,594 $686,000
Q2 2024

Jul 30, 2024
BUY
$87.04 - $101.61 $1.21 Million - $1.41 Million
13,860 New
13,860 $1.4 Million

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 Wespac Advisors, LLC Portfolio

Follow Wespac Advisors, 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 Wespac Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wespac Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email