Waterford Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Waterford Advisors, LLC

  • $196 Million
  • Q3 2024

A detailed history of Waterford Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Waterford Advisors, LLC holds 3,145 shares of SCHG stock, worth $89,569. This represents 0.17% of its overall portfolio holdings.

Number of Shares
3,145
Previous 3,145 -0.0%
Holding current value
$89,569
Previous $317,000 3.15%
% of portfolio
0.17%
Previous 0.13%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 02, 2023
BUY
$54.19 - $65.17 $170,427 - $204,959
3,145 New
3,145 $205,000

Others Institutions Holding SCHG

# of Institutions
1,314
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
Track This Portfolio

Track Waterford Advisors, LLC Portfolio

Follow Waterford 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 Waterford Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Waterford Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email