Vision Point Advisory Group, LLC Schwab Strategic Tr Us Large C Transaction History

Vision Point Advisory Group, LLC

$264 Million
Q4 2024

A detailed history of Vision Point Advisory Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Vision Point Advisory Group, LLC holds 4,491 shares of SCHG stock, worth $128,083. This represents 0.05% of its overall portfolio holdings.

Number of Shares

4,491

Previous 1,051 327.31%

Holding current value

$128,083

Previous $109,000 14.68%

% of portfolio

0.05%

Previous 0.04%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	BUY	$25.93 - $105.3 $89,199 - $362,232	3,440 Added 327.31%	4,491 $125,000
Q3 2024 Oct 15, 2024	BUY	$92.63 - $105.69 $31,494 - $35,934	340 Added 47.82%	1,051 $109,000
Q2 2024 Aug 01, 2024	BUY	$87.04 - $101.61 $55,096 - $64,319	633 Added 811.54%	711 $71,000
Q1 2024 May 10, 2024	BUY	$80.6 - $93.32 $5,883 - $6,812	73 Added 1460.0%	78 $7,000
Q4 2023 Feb 07, 2024	BUY	$70.08 - $83.37 $350 - $416	5 New	5 $0

Others Institutions Holding SCHG

# of Institutions

1,384

Shares Held

1.92B

Call Options Held

167K

Put Options Held

96.6K

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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Vision Point Advisory Group, LLC Schwab Strategic Tr Us Large C Transaction History