New England Private Wealth Advisors LLC Schwab Strategic Tr Us Large C Transaction History

New England Private Wealth Advisors LLC

  • $606 Million
  • Q3 2024

A detailed history of New England Private Wealth Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, New England Private Wealth Advisors LLC holds 16,456 shares of SCHG stock, worth $476,236. This represents 0.28% of its overall portfolio holdings.

Number of Shares
16,456
Previous 19,517 15.68%
Holding current value
$476,236
Previous $1.97 Million 12.91%
% of portfolio
0.28%
Previous 0.35%

Shares

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

Nov 07, 2024
SELL
$92.63 - $105.69 $283,540 - $323,517
-3,061 Reduced 15.68%
16,456 $1.71 Million
Q2 2024

Aug 07, 2024
BUY
$87.04 - $101.61 $1.7 Million - $1.98 Million
19,517 New
19,517 $1.97 Million
Q4 2023

Feb 02, 2024
BUY
$70.08 - $83.37 $375,628 - $446,863
5,360 Added 34.24%
21,013 $1.74 Million
Q3 2023

Nov 07, 2023
BUY
$71.99 - $78.02 $1.13 Million - $1.22 Million
15,653 New
15,653 $1.14 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

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