Wipfli Financial Advisors Llc, Schwab Strategic Tr Us Large C Transaction History

Wipfli Financial Advisors Llc,

  • $1.42 Billion
  • Q3 2022

A detailed history of Wipfli Financial Advisors Llc, transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wipfli Financial Advisors Llc, holds 120,546 shares of SCHG stock, worth $12.2 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares
120,546
Previous 123,452 2.35%
Holding current value
$12.2 Million
Previous $0 Infinity%
% of portfolio
0.47%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Oct 26, 2022
SELL
N/A
-2,906 Reduced 2.35%
120,546 $6.73 Million
Q2 2022

Jul 07, 2022
SELL
N/A
-47,167 Reduced 27.64%
123,452 $0
Q1 2022

Apr 22, 2022
BUY
N/A
82,290 Added 93.16%
170,619 $0
Q4 2021

Jan 28, 2022
SELL
N/A
-11,296 Reduced 11.34%
88,329 $0
Q3 2021

Oct 13, 2021
SELL
N/A
-1,710 Reduced 1.69%
99,625 $0
Q2 2021

Jul 29, 2021
SELL
N/A
-6,602 Reduced 6.12%
101,335 $0
Q1 2021

May 06, 2021
BUY
N/A
7,742 Added 7.73%
107,937 $0
Q4 2020

Feb 02, 2021
BUY
N/A
100,195 New
100,195 $0

Others Institutions Holding SCHG

# of Institutions
1,185
Shares Held
165M
Call Options Held
148K
Put Options Held
24.3K
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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