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

Windsor Advisory Group, LLC

  • $77.4 Billion
  • Q1 2025

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 29,220 shares of SCHG stock, worth $882,736. This represents 0.95% of its overall portfolio holdings.

Number of Shares
29,220
Previous 29,930 2.37%
Holding current value
$882,736
Previous $834 Million 12.29%
% of portfolio
0.95%
Previous 0.97%

Shares

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

May 15, 2025
SELL
$24.91 - $29.02 $17,686 - $20,604
-710 Reduced 2.37%
29,220 $732 Million
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
1,545
Shares Held
758M
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
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