Advocate Group LLC Schwab Strategic Tr Us Large C Transaction History

Advocate Group LLC

  • $531 Million
  • Q4 2024

A detailed history of Advocate Group LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Advocate Group LLC holds 7,701 shares of SCHG stock, worth $210,930. This represents 0.04% of its overall portfolio holdings.

Number of Shares
7,701
Previous 1,922 300.68%
Holding current value
$210,930
Previous $200,000 7.0%
% of portfolio
0.04%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$25.93 - $105.3 $149,849 - $608,528
5,779 Added 300.68%
7,701 $214,000
Q3 2024

Oct 08, 2024
BUY
$92.63 - $105.69 $178,034 - $203,136
1,922 New
1,922 $200,000
Q1 2024

Apr 25, 2024
BUY
$80.6 - $93.32 $2,498 - $2,892
31 Added 1.09%
2,888 $267,000
Q4 2023

Jan 19, 2024
SELL
$70.08 - $83.37 $17,029 - $20,258
-243 Reduced 7.84%
2,857 $237,000
Q3 2023

Oct 17, 2023
SELL
$71.99 - $78.02 $80,052 - $86,758
-1,112 Reduced 26.4%
3,100 $225,000
Q4 2022

Jan 18, 2023
BUY
$54.31 - $60.76 $228,753 - $255,921
4,212 New
4,212 $0

Others Institutions Holding SCHG

# of Institutions
1,465
Shares Held
2.26B
Call Options Held
296K
Put Options Held
153K
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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