Investment Advisory Group, LLC Schwab Strategic Tr Us Large C Transaction History

Investment Advisory Group, LLC

  • $282 Million
  • Q3 2024

A detailed history of Investment Advisory Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Investment Advisory Group, LLC holds 2,092 shares of SCHG stock, worth $55,919. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,092
Previous 2,068 1.16%
Holding current value
$55,919
Previous $208,000 4.33%
% of portfolio
0.08%
Previous 0.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
BUY
$92.63 - $105.69 $2,223 - $2,536
24 Added 1.16%
2,092 $217,000
Q2 2024

Jul 31, 2024
SELL
$87.04 - $101.61 $26,721 - $31,194
-307 Reduced 12.93%
2,068 $208,000
Q1 2024

Apr 29, 2024
SELL
$80.6 - $93.32 $21,762 - $25,196
-270 Reduced 10.21%
2,375 $220,000
Q4 2023

Jan 30, 2024
BUY
$70.08 - $83.37 $185,361 - $220,513
2,645 New
2,645 $219,000

Others Institutions Holding SCHG

# of Institutions
1,279
Shares Held
172M
Call Options Held
87.6K
Put Options Held
27.4K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
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More about SCHG
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