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

Vision Point Advisory Group, LLC

  • $275 Million
  • Q3 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 1,051 shares of SCHG stock, worth $30,373. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,051
Previous 711 47.82%
Holding current value
$30,373
Previous $71,000 53.52%
% of portfolio
0.04%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,314
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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