Guerra Pan Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Guerra Pan Advisors, LLC

$138 Billion
Q4 2024

A detailed history of Guerra Pan Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Guerra Pan Advisors, LLC holds 123,685 shares of SCHG stock, worth $3.57 Million. This represents 2.5% of its overall portfolio holdings.

Number of Shares

123,685

Previous 20,392 506.54%

Holding current value

$3.57 Million

Previous $2.12 Billion 62.26%

% of portfolio

2.5%

Previous 1.7%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$25.93 - $105.3 $2.68 Million - $10.9 Million	103,293 Added 506.54%	123,685 $3.45 Billion
Q3 2024 Nov 04, 2024	BUY	$92.63 - $105.69 $155,155 - $177,030	1,675 Added 8.95%	20,392 $2.12 Billion
Q2 2024 Aug 13, 2024	BUY	$87.04 - $101.61 $212,638 - $248,233	2,443 Added 15.01%	18,717 $1.89 Billion
Q1 2024 May 13, 2024	BUY	$80.6 - $93.32 $70,686 - $81,841	877 Added 5.7%	16,274 $1.51 Billion
Q4 2023 Jan 30, 2024	BUY	$70.08 - $83.37 $610,747 - $726,569	8,715 Added 130.43%	15,397 $1.28 Billion
Q3 2023 Nov 09, 2023	BUY	$71.99 - $78.02 $141,532 - $153,387	1,966 Added 41.69%	6,682 $486 Million
Q2 2023 Aug 08, 2023	BUY	$63.6 - $74.95 $299,937 - $353,464	4,716 New	4,716 $353 Million

Others Institutions Holding SCHG

# of Institutions

1,352

Shares Held

1.82B

Call Options Held

140K

Put Options Held

91.5K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
Sector ETFs
Industry ETFs

More about SCHG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Guerra Pan Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Guerra Pan Advisors, LLC with notifications on news.

Account

Guerra Pan Advisors, LLC Schwab Strategic Tr Us Large C Transaction History