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

Wespac Advisors, LLC

  • $115 Million
  • Q1 2025

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 25,424 shares of SCHG stock, worth $646,278. This represents 0.55% of its overall portfolio holdings.

Number of Shares
25,424
Previous 66,170 61.58%
Holding current value
$646,278
Previous $1.84 Million 65.51%
% of portfolio
0.55%
Previous 1.41%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
SELL
$24.91 - $29.02 $1.01 Million - $1.18 Million
-40,746 Reduced 61.58%
25,424 $636,000
Q4 2024

Feb 03, 2025
BUY
$25.93 - $105.3 $1.54 Million - $6.27 Million
59,576 Added 903.49%
66,170 $1.84 Million
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
1,500
Shares Held
737M
Call Options Held
327K
Put Options Held
193K
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