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

Windsor Advisory Group, LLC

  • $86 Billion
  • Q4 2024

A detailed history of Windsor Advisory Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Windsor Advisory Group, LLC holds 29,930 shares of SCHG stock, worth $865,276. This represents 0.97% of its overall portfolio holdings.

Number of Shares
29,930
Previous 7,305 309.72%
Holding current value
$865,276
Previous $761 Million 9.61%
% of portfolio
0.97%
Previous 0.86%

Shares

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

Feb 14, 2025
BUY
$25.93 - $105.3 $586,666 - $2.38 Million
22,625 Added 309.72%
29,930 $834 Million
Q3 2024

Nov 14, 2024
SELL
$92.63 - $105.69 $114,953 - $131,161
-1,241 Reduced 14.52%
7,305 $761 Million
Q4 2022

Jun 13, 2023
BUY
$54.31 - $60.76 $464,133 - $519,254
8,546 New
8,546 $475 Million

Others Institutions Holding SCHG

# of Institutions
1,459
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
  • Industry ETFs
More about SCHG
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