York Bridge Wealth Partners, LLC Schwab Strategic Tr Us Large C Transaction History

York Bridge Wealth Partners, LLC

  • $394 Million
  • Q4 2022

A detailed history of York Bridge Wealth Partners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, York Bridge Wealth Partners, LLC holds 16,188 shares of SCHG stock, worth $1.63 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
16,188
Previous 15,575 3.94%
Holding current value
$1.63 Million
Previous $869,000 3.45%
% of portfolio
0.23%
Previous 0.22%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 26, 2023
BUY
$54.31 - $60.76 $33,292 - $37,245
613 Added 3.94%
16,188 $0
Q3 2022

Oct 18, 2022
BUY
N/A
533 Added 3.54%
15,575 $869,000
Q2 2022

Jul 15, 2022
BUY
N/A
1,353 Added 9.88%
15,042 $872,000
Q1 2022

Apr 15, 2022
BUY
N/A
7,227 Added 111.84%
13,689 $1.02 Million
Q4 2021

Jan 19, 2022
BUY
N/A
151 Added 2.39%
6,462 $1.06 Million
Q3 2021

Oct 22, 2021
BUY
N/A
61 Added 0.98%
6,311 $935,000
Q2 2021

Jul 22, 2021
BUY
N/A
244 Added 4.06%
6,250 $912,000
Q1 2021

Apr 15, 2021
SELL
N/A
-184 Reduced 2.97%
6,006 $779,000
Q4 2020

Jan 19, 2021
BUY
N/A
260 Added 4.38%
6,190 $795,000
Q3 2020

Oct 19, 2020
BUY
N/A
98 Added 1.68%
5,930 $683,000
Q2 2020

Jul 20, 2020
BUY
N/A
266 Added 4.78%
5,832 $592,000
Q1 2020

Apr 16, 2020
BUY
N/A
132 Added 2.43%
5,566 $443,000
Q4 2019

Jan 17, 2020
SELL
N/A
-2,752 Reduced 33.62%
5,434 $505,000
Q3 2019

Oct 21, 2019
SELL
N/A
-44 Reduced 0.53%
8,186 $688,000
Q2 2019

Jul 18, 2019
SELL
N/A
-110 Reduced 1.32%
8,230 $685,000
Q1 2019

May 09, 2019
BUY
N/A
10 Added 0.12%
8,340 $662,000
Q4 2018

Feb 14, 2019
BUY
N/A
5,376 Added 181.99%
8,330 $574,000
Q3 2018

Nov 14, 2018
SELL
N/A
-70 Reduced 2.31%
2,954 $243,000
Q2 2018

Aug 10, 2018
BUY
N/A
175 Added 6.14%
3,024 $229,000
Q1 2018

May 15, 2018
BUY
N/A
1,915 Added 205.03%
2,849 $206,000
Q4 2017

Feb 12, 2018
BUY
N/A
260 Added 38.58%
934 $66,000
Q3 2017

Oct 27, 2017
BUY
N/A
375 Added 125.42%
674 $45,000
Q2 2017

Aug 14, 2017
BUY
N/A
299
299 $19,000

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
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More about SCHG
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