True Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

True Wealth Advisors, LLC

  • $271 Million
  • Q3 2024

A detailed history of True Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, True Wealth Advisors, LLC holds 10,810 shares of SCHG stock, worth $312,841. This represents 0.41% of its overall portfolio holdings.

Number of Shares
10,810
Previous 10,832 0.2%
Holding current value
$312,841
Previous $1.09 Million 3.11%
% of portfolio
0.41%
Previous 0.44%

Shares

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

Oct 29, 2024
SELL
$92.63 - $105.69 $2,037 - $2,325
-22 Reduced 0.2%
10,810 $1.13 Million
Q2 2024

Jul 24, 2024
SELL
$87.04 - $101.61 $4,352 - $5,080
-50 Reduced 0.46%
10,832 $1.09 Million
Q1 2024

Apr 23, 2024
BUY
$80.6 - $93.32 $80 - $93
1 Added 0.01%
10,882 $1.01 Million
Q4 2023

Feb 08, 2024
SELL
$70.08 - $83.37 $88,791 - $105,629
-1,267 Reduced 10.43%
10,881 $902,000
Q3 2023

Nov 07, 2023
SELL
$71.99 - $78.02 $11,014 - $11,937
-153 Reduced 1.24%
12,148 $883,000
Q2 2023

Jul 31, 2023
SELL
$63.6 - $74.95 $75,111 - $88,515
-1,181 Reduced 8.76%
12,301 $921,000
Q1 2023

Apr 19, 2023
SELL
$54.19 - $65.17 $24,493 - $29,456
-452 Reduced 3.24%
13,482 $878,000
Q4 2022

Jan 23, 2023
SELL
$54.31 - $60.76 $183,947 - $205,794
-3,387 Reduced 19.55%
13,934 $0
Q3 2022

Oct 21, 2022
SELL
$55.81 - $69.25 $75,845 - $94,110
-1,359 Reduced 7.28%
17,321 $967,000
Q2 2022

Jul 27, 2022
BUY
$55.73 - $76.55 $410,172 - $563,408
7,360 Added 65.02%
18,680 $1.08 Million
Q1 2022

May 05, 2022
SELL
$65.63 - $82.62 $488,287 - $614,692
-7,440 Reduced 39.66%
11,320 $1.85 Million
Q1 2022

May 04, 2022
BUY
$65.63 - $82.62 $488,287 - $614,692
7,440 Added 65.72%
18,760 $1.23 Million
Q4 2021

Feb 02, 2022
SELL
$73.11 - $83.4 $61,631 - $70,306
-843 Reduced 6.93%
11,320 $1.85 Million
Q3 2021

Oct 25, 2021
SELL
$73.24 - $78.94 $24,755 - $26,681
-338 Reduced 2.7%
12,163 $1.8 Million
Q2 2021

Jul 23, 2021
SELL
$65.3 - $73.24 $119,499 - $134,029
-1,830 Reduced 12.77%
12,501 $1.83 Million
Q1 2021

Apr 22, 2021
SELL
$61.41 - $68.35 $1.83 Million - $2.04 Million
-29,818 Reduced 67.54%
14,331 $0
Q4 2020

Jan 25, 2021
BUY
$55.95 - $64.38 $2.47 Million - $2.84 Million
44,149 New
44,149 $5.67 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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