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

Windsor Advisory Group, LLC

  • $70.5 Billion
  • Q2 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 23,644 shares of SCHG stock, worth $758,735. This represents 0.98% of its overall portfolio holdings.

Number of Shares
23,644
Previous 29,220 19.08%
Holding current value
$758,735
Previous $732 Million 5.61%
% of portfolio
0.98%
Previous 0.95%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$22.27 - $29.21 $124,177 - $162,874
-5,576 Reduced 19.08%
23,644 $691 Million
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
1,605
Shares Held
816M
Call Options Held
606K
Put Options Held
163K
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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