Yhb Investment Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History

Yhb Investment Advisors, Inc.

$1.19 Billion
Q3 2024

A detailed history of Yhb Investment Advisors, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Yhb Investment Advisors, Inc. holds 126,624 shares of SCHG stock, worth $3.6 Million. This represents 1.11% of its overall portfolio holdings.

Number of Shares

126,624

Previous 122,012 3.78%

Holding current value

$3.6 Million

Previous $12.3 Million 7.22%

% of portfolio

1.11%

Previous 1.08%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	BUY	$92.63 - $105.69 $427,209 - $487,442	4,612 Added 3.78%	126,624 $13.2 Million
Q2 2024 Aug 01, 2024	BUY	$87.04 - $101.61 $793,804 - $926,683	9,120 Added 8.08%	122,012 $12.3 Million
Q1 2024 Aug 14, 2024	SELL	$80.6 - $93.32 $735,072 - $851,078	-9,120 Reduced 7.47%	112,892 $10.5 Million
Q1 2024 Apr 26, 2024	BUY	$80.6 - $93.32 $805,516 - $932,640	9,994 Added 9.71%	112,892 $10.5 Million
Q4 2023 Jan 29, 2024	BUY	$70.08 - $83.37 $299,521 - $356,323	4,274 Added 4.33%	102,898 $8.54 Million
Q3 2023 Oct 23, 2023	SELL	$71.99 - $78.02 $162,121 - $175,701	-2,252 Reduced 2.23%	98,624 $7.17 Million
Q2 2023 Aug 10, 2023	BUY	$63.6 - $74.95 $42,166 - $49,691	663 Added 0.66%	100,876 $7.56 Million
Q1 2023 May 08, 2023	SELL	$54.19 - $65.17 $668,108 - $803,480	-12,329 Reduced 10.96%	100,213 $6.53 Million
Q4 2022 Jan 12, 2023	SELL	$54.31 - $60.76 $729,383 - $816,006	-13,430 Reduced 10.66%	112,542 $0
Q3 2022 Nov 03, 2022	BUY	$55.81 - $69.25 $108,662 - $134,829	1,947 Added 1.57%	125,972 $7.03 Million
Q2 2022 Jul 14, 2022	BUY	$55.73 - $76.55 $195,110 - $268,001	3,501 Added 2.9%	124,025 $7.19 Million
Q1 2022 Apr 14, 2022	BUY	$65.63 - $82.62 $4.2 Million - $5.28 Million	63,964 Added 113.09%	120,524 $9.02 Million
Q4 2021 Jan 18, 2022	BUY	$73.11 - $83.4 $410,951 - $468,791	5,621 Added 11.03%	56,560 $9.26 Million
Q3 2021 Oct 28, 2021	BUY	$73.24 - $78.94 $116,158 - $125,198	1,586 Added 3.21%	50,939 $7.54 Million
Q2 2021 Jul 15, 2021	BUY	$65.3 - $73.24 $8,489 - $9,521	130 Added 0.26%	49,353 $7.2 Million
Q1 2021 Apr 22, 2021	BUY	$61.41 - $68.35 $131,478 - $146,337	2,141 Added 4.55%	49,223 $6.92 Million
Q4 2020 Jan 21, 2021	BUY	$55.95 - $64.38 $166,395 - $191,466	2,974 Added 6.74%	47,082 $6.05 Million
Q3 2020 Nov 02, 2020	BUY	$51.42 - $61.56 $2.27 Million - $2.72 Million	44,108 New	44,108 $5.08 Million

Others Institutions Holding SCHG

# of Institutions

1,339

Shares Held

1.8B

Call Options Held

140K

Put Options Held

91.5K

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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Yhb Investment Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History