Lgt Financial Advisors LLC Schwab Strategic Tr Us Large C Transaction History

Lgt Financial Advisors LLC

$40.5 Billion
Q3 2024

A detailed history of Lgt Financial Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Lgt Financial Advisors LLC holds 4,339 shares of SCHG stock, worth $125,397. This represents 1.12% of its overall portfolio holdings.

Number of Shares

4,339

Previous 4,301 0.88%

Holding current value

$125,397

Previous $434 Million 4.23%

% of portfolio

1.12%

Previous 0.91%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	BUY	$92.63 - $105.69 $3,519 - $4,016	38 Added 0.88%	4,339 $452 Million
Q2 2024 Aug 05, 2024	SELL	$87.04 - $101.61 $323,092 - $377,176	-3,712 Reduced 46.32%	4,301 $434 Million
Q1 2024 May 02, 2024	SELL	$80.6 - $93.32 $72,378 - $83,801	-898 Reduced 10.08%	8,013 $743 Million
Q4 2023 Feb 12, 2024	SELL	$70.08 - $83.37 $37,913 - $45,103	-541 Reduced 5.72%	8,911 $739 Million
Q3 2023 Nov 01, 2023	SELL	$71.99 - $78.02 $135,773 - $147,145	-1,886 Reduced 16.63%	9,452 $687 Million
Q2 2023 Aug 14, 2023	BUY	$63.6 - $74.95 $721,096 - $849,783	11,338 New	11,338 $850 Million
Q4 2022 Feb 14, 2023	BUY	$54.31 - $60.76 $4,833 - $5,407	89 New	89 $4.97 Million

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

Ticker SCHG
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Lgt Financial Advisors LLC Schwab Strategic Tr Us Large C Transaction History