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

Wmg Financial Advisors, LLC

  • $246 Million
  • Q2 2025

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 26,379 shares of SCHG stock, worth $837,269. This represents 0.31% of its overall portfolio holdings.

Number of Shares
26,379
Previous 23,936 10.21%
Holding current value
$837,269
Previous $599,000 28.55%
% of portfolio
0.31%
Previous 0.28%

Shares

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

Jul 24, 2025
BUY
$22.27 - $29.21 $54,405 - $71,360
2,443 Added 10.21%
26,379 $770,000
Q1 2025

May 06, 2025
BUY
$24.91 - $29.02 $91,469 - $106,561
3,672 Added 18.12%
23,936 $599,000
Q4 2024

Feb 06, 2025
BUY
$25.93 - $105.3 $397,273 - $1.61 Million
15,321 Added 309.95%
20,264 $564,000
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
1,617
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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