Brightwater Advisory LLC Schwab Strategic Tr Us Large C Transaction History

Brightwater Advisory LLC

  • $128 Billion
  • Q4 2024

A detailed history of Brightwater Advisory LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Brightwater Advisory LLC holds 8,721 shares of SCHG stock, worth $218,199. This represents 0.19% of its overall portfolio holdings.

Number of Shares
8,721
Previous 2,274 283.51%
Holding current value
$218,199
Previous $237 Million 2.6%
% of portfolio
0.19%
Previous 0.17%

Shares

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

Feb 04, 2025
BUY
$25.93 - $105.3 $167,170 - $678,869
6,447 Added 283.51%
8,721 $243 Million
Q3 2024

Oct 08, 2024
SELL
$92.63 - $105.69 $25,010 - $28,536
-270 Reduced 10.61%
2,274 $237 Million
Q2 2024

Sep 10, 2024
BUY
$87.04 - $101.61 $221,429 - $258,495
2,544 New
2,544 $257 Million
Q1 2024

Oct 02, 2024
BUY
$80.6 - $93.32 $2,014 - $2,333
25 Added 0.98%
2,569 $238 Million
Q4 2023

Dec 03, 2024
BUY
$70.08 - $83.37 $14,997 - $17,841
214 Added 9.41%
2,488 $206 Million

Others Institutions Holding SCHG

# of Institutions
1,479
Shares Held
2.27B
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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