Wmg Financial Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Wmg Financial Advisors, LLC

  • $206 Million
  • Q3 2024

A detailed history of Wmg Financial Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wmg Financial Advisors, LLC holds 4,943 shares of SCHG stock, worth $140,727. This represents 0.25% of its overall portfolio holdings.

Number of Shares
4,943
Previous 4,743 4.22%
Holding current value
$140,727
Previous $478,000 7.53%
% of portfolio
0.25%
Previous 0.27%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
BUY
$92.63 - $105.69 $18,526 - $21,138
200 Added 4.22%
4,943 $514,000
Q2 2024

Jul 30, 2024
SELL
$87.04 - $101.61 $48,655 - $56,799
-559 Reduced 10.54%
4,743 $478,000
Q1 2024

May 07, 2024
BUY
$80.6 - $93.32 $427,341 - $494,782
5,302 New
5,302 $491,000

Others Institutions Holding SCHG

# of Institutions
1,363
Shares Held
1.88B
Call Options Held
140K
Put Options Held
96.3K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
Track This Portfolio

Track Wmg Financial Advisors, LLC Portfolio

Follow Wmg Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wmg Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wmg Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email