Wall Street Access Asset Management, LLC Schwab Strategic Tr Us Large C Transaction History

Wall Street Access Asset Management, LLC

  • $263 Million
  • Q4 2024

A detailed history of Wall Street Access Asset Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wall Street Access Asset Management, LLC holds 34,720 shares of SCHG stock, worth $986,742. This represents 0.37% of its overall portfolio holdings.

Number of Shares
34,720
Previous 8,680 300.0%
Holding current value
$986,742
Previous $904,000 6.97%
% of portfolio
0.37%
Previous 0.35%

Shares

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

Jan 17, 2025
BUY
$25.93 - $105.3 $675,217 - $2.74 Million
26,040 Added 300.0%
34,720 $967,000
Q2 2023

Oct 20, 2023
BUY
$63.6 - $74.95 $552,048 - $650,566
8,680 New
8,680 $650,000
Q1 2023

May 11, 2023
BUY
$54.19 - $65.17 $470,369 - $565,675
8,680 New
8,680 $565,000

Others Institutions Holding SCHG

# of Institutions
1,396
Shares Held
1.97B
Call Options Held
167K
Put Options Held
96.6K
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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