Win Advisors, Inc Schwab Strategic Tr Us Large C Transaction History

Win Advisors, Inc

$182 Million
Q1 2025

A detailed history of Win Advisors, Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Win Advisors, Inc holds 151,359 shares of SCHG stock, worth $4.17 Million. This represents 2.08% of its overall portfolio holdings.

Number of Shares

151,359

Previous 215,816 29.87%

Holding current value

$4.17 Million

Previous $6.01 Million 36.98%

% of portfolio

2.08%

Previous 2.99%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	SELL	$24.91 - $29.02 $1.61 Million - $1.87 Million	-64,457 Reduced 29.87%	151,359 $3.79 Million
Q4 2024 Jan 27, 2025	BUY	$25.93 - $105.3 $5.6 Million - $22.7 Million	215,816 New	215,816 $6.01 Million
Q2 2024 Aug 02, 2024	BUY	$87.04 - $101.61 $4.05 Million - $4.73 Million	46,573 Added 39.62%	164,111 $16.5 Million
Q1 2024 Apr 24, 2024	BUY	$80.6 - $93.32 $8.13 Million - $9.41 Million	100,810 Added 602.64%	117,538 $10.9 Million
Q4 2023 Feb 05, 2024	SELL	$70.08 - $83.37 $25.3 Million - $30.1 Million	-360,830 Reduced 95.57%	16,728 $1.39 Million
Q3 2023 Oct 30, 2023	BUY	$71.99 - $78.02 $24.7 Million - $26.8 Million	343,286 Added 1001.65%	377,558 $27.5 Million
Q2 2023 Jul 13, 2023	SELL	$63.6 - $74.95 $3.42 Million - $4.03 Million	-53,793 Reduced 61.08%	34,272 $2.57 Million
Q1 2023 Apr 28, 2023	BUY	$54.19 - $65.17 $4.76 Million - $5.73 Million	87,876 Added 46495.24%	88,065 $5.74 Million
Q4 2022 Feb 14, 2023	SELL	$54.31 - $60.76 $8,255 - $9,235	-152 Reduced 44.57%	189 $10,000
Q3 2022 Oct 27, 2022	SELL	$55.81 - $69.25 $42,080 - $52,214	-754 Reduced 68.86%	341 $19,000
Q2 2022 Jul 18, 2022	SELL	$55.73 - $76.55 $20.5 Million - $28.1 Million	-367,591 Reduced 99.7%	1,095 $64,000
Q1 2022 May 13, 2022	BUY	$65.63 - $82.62 $23.4 Million - $29.4 Million	356,024 Added 2811.75%	368,686 $27.6 Million
Q4 2021 Feb 14, 2022	BUY	$73.11 - $83.4 $925,718 - $1.06 Million	12,662 New	12,662 $2.07 Million

Others Institutions Holding SCHG

# of Institutions

1,498

Shares Held

739M

Call Options Held

327K

Put Options Held

193K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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