Wayfinding Financial, LLC Schwab Strategic Tr Us Large C Transaction History

Wayfinding Financial, LLC

  • $232 Million
  • Q3 2025

A detailed history of Wayfinding Financial, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wayfinding Financial, LLC holds 8,408 shares of SCHG stock, worth $271,242. This represents 0.12% of its overall portfolio holdings.

Number of Shares
8,408
Previous 8,408 -0.0%
Holding current value
$271,242
Previous $253,000 5.93%
% of portfolio
0.12%
Previous 0.11%

Shares

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

Feb 11, 2025
BUY
$25.93 - $105.3 $218,019 - $885,362
8,408 New
8,408 $234,000
Q2 2024

Aug 09, 2024
BUY
$87.04 - $101.61 $182,958 - $213,584
2,102 New
2,102 $211,000
Q2 2023

Jul 31, 2023
BUY
$63.6 - $74.95 $194,616 - $229,347
3,060 New
3,060 $229,000
Q4 2022

Feb 09, 2023
SELL
$54.31 - $60.76 $55,341 - $61,914
-1,019 Reduced 20.75%
3,892 $541,000
Q3 2022

Nov 08, 2022
BUY
$55.81 - $69.25 $274,082 - $340,086
4,911 New
4,911 $274,000
Q1 2022

May 09, 2022
SELL
$65.63 - $82.62 $255,431 - $321,557
-3,892 Closed
0 $0
Q4 2021

Jan 28, 2022
BUY
$73.11 - $83.4 $284,544 - $324,592
3,892 New
3,892 $541,000

Others Institutions Holding SCHG

# of Institutions
1,694
Shares Held
857M
Call Options Held
543K
Put Options Held
113K
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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