United Advisor Group, LLC Schwab Strategic Tr Us Large C Transaction History

United Advisor Group, LLC

  • $476 Million
  • Q4 2024

A detailed history of United Advisor Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, United Advisor Group, LLC holds 40,161 shares of SCHG stock, worth $1.05 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
40,161
Previous 5,113 685.47%
Holding current value
$1.05 Million
Previous $532,000 110.34%
% of portfolio
0.24%
Previous 0.13%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 24, 2025
BUY
$25.93 - $105.3 $908,794 - $3.69 Million
35,048 Added 685.47%
40,161 $1.12 Million
Q3 2024

Oct 30, 2024
SELL
$92.63 - $105.69 $369,686 - $421,808
-3,991 Reduced 43.84%
5,113 $532,000
Q2 2024

Aug 08, 2024
BUY
$87.04 - $101.61 $317,434 - $370,571
3,647 Added 66.83%
9,104 $918,000
Q1 2024

May 14, 2024
BUY
$80.6 - $93.32 $439,834 - $509,247
5,457 New
5,457 $505,000

Others Institutions Holding SCHG

# of Institutions
1,473
Shares Held
2.26B
Call Options Held
296K
Put Options Held
153K
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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