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

Us Advisors Wealth Management, LLC

  • $308 Million
  • Q4 2024

A detailed history of Us Advisors Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Us Advisors Wealth Management, LLC holds 481,795 shares of SCHG stock, worth $12.9 Million. This represents 4.36% of its overall portfolio holdings.

Number of Shares
481,795
Previous 115,039 318.81%
Holding current value
$12.9 Million
Previous $11.9 Million 12.61%
% of portfolio
4.36%
Previous 4.17%

Shares

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

Jan 23, 2025
BUY
$25.93 - $105.3 $9.51 Million - $38.6 Million
366,756 Added 318.81%
481,795 $13.4 Million
Q3 2024

Nov 07, 2024
SELL
$92.63 - $105.69 $6.02 Million - $6.87 Million
-64,982 Reduced 36.1%
115,039 $11.9 Million
Q2 2024

Aug 06, 2024
BUY
$87.04 - $101.61 $7.12 Million - $8.31 Million
81,765 Added 83.22%
180,021 $15.7 Million
Q1 2024

May 02, 2024
BUY
$80.6 - $93.32 $481,101 - $557,027
5,969 Added 6.47%
98,256 $9.13 Million
Q4 2023

Feb 12, 2024
BUY
$70.08 - $83.37 $6.18 Million - $7.35 Million
88,182 Added 2148.16%
92,287 $7.66 Million
Q3 2023

Nov 09, 2023
BUY
$71.99 - $78.02 $295,518 - $320,272
4,105 New
4,105 $298,000
Q3 2022

Nov 14, 2022
SELL
$55.81 - $69.25 $502 - $623
-9 Reduced 0.09%
10,532 $588,000
Q2 2022

Aug 12, 2022
SELL
$55.73 - $76.55 $13,988 - $19,214
-251 Reduced 2.33%
10,541 $611,000
Q1 2022

Jun 08, 2022
BUY
$65.63 - $82.62 $267,376 - $336,593
4,074 Added 60.64%
10,792 $807,000
Q4 2021

Feb 14, 2022
SELL
$73.11 - $83.4 $72,890 - $83,149
-997 Reduced 12.92%
6,718 $1.1 Million
Q3 2021

Nov 03, 2021
BUY
$73.24 - $78.94 $565,046 - $609,022
7,715 New
7,715 $1.14 Million
Q2 2021

Aug 09, 2021
SELL
$65.3 - $73.24 $557,857 - $625,689
-8,543 Closed
0 $0
Q1 2021

May 11, 2021
SELL
$61.41 - $68.35 $5.89 Million - $6.56 Million
-95,965 Reduced 91.83%
8,543 $1.11 Million
Q4 2020

Feb 11, 2021
SELL
$55.95 - $64.38 $726,231 - $835,652
-12,980 Reduced 11.05%
104,508 $13.4 Million
Q3 2020

Nov 04, 2020
SELL
$51.42 - $61.56 $87,928 - $105,267
-1,710 Reduced 1.43%
117,488 $13.5 Million
Q2 2020

Aug 13, 2020
BUY
$37.99 - $51.32 $553,362 - $747,527
14,566 Added 13.92%
119,198 $12.1 Million
Q1 2020

Apr 28, 2020
BUY
$34.6 - $51.17 $223,689 - $330,814
6,465 Added 6.59%
104,632 $8.33 Million
Q4 2019

Feb 14, 2020
SELL
$40.97 - $46.72 $95,460 - $108,857
-2,330 Reduced 2.32%
98,167 $9.16 Million
Q3 2019

Nov 07, 2019
SELL
$41.7 - $42.86 $2,585 - $2,657
-62 Reduced 0.06%
100,497 $8.44 Million
Q2 2019

Aug 09, 2019
SELL
N/A
-611 Reduced 0.6%
100,559 $8.37 Million
Q1 2019

May 06, 2019
BUY
N/A
1,879 Added 1.89%
101,170 $8.04 Million
Q4 2018

Feb 08, 2019
BUY
N/A
11,591 Added 13.22%
99,291 $6.84 Million
Q3 2018

Oct 25, 2018
BUY
N/A
379 Added 0.43%
87,700 $7.19 Million
Q2 2018

Oct 10, 2018
BUY
N/A
188 Added 0.22%
87,321 $6.62 Million
Q1 2018

Apr 18, 2018
BUY
N/A
3,499 Added 4.18%
87,133 $6.25 Million
Q4 2017

Mar 28, 2018
BUY
N/A
83,634
83,634 $0

Others Institutions Holding SCHG

# of Institutions
1,469
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
Track This Portfolio

Track Us Advisors Wealth Management, LLC Portfolio

Follow Us Advisors Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Us Advisors Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Us Advisors Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email