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 $138,255. This represents 0.25% of its overall portfolio holdings.

Number of Shares
4,943
Previous 4,743 4.22%
Holding current value
$138,255
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
1,313
Shares Held
181M
Call Options Held
140K
Put Options Held
91.5K
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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