Wespac Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Wespac Advisors, LLC

  • $131 Million
  • Q4 2024

A detailed history of Wespac Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wespac Advisors, LLC holds 66,170 shares of SCHG stock, worth $1.89 Million. This represents 1.41% of its overall portfolio holdings.

Number of Shares
66,170
Previous 6,594 903.49%
Holding current value
$1.89 Million
Previous $686,000 168.8%
% of portfolio
1.41%
Previous 0.53%

Shares

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

Feb 03, 2025
BUY
$25.93 - $105.3 $1.54 Million - $6.27 Million
59,576 Added 903.49%
66,170 $1.84 Million
Q3 2024

Nov 12, 2024
SELL
$92.63 - $105.69 $673,049 - $767,943
-7,266 Reduced 52.42%
6,594 $686,000
Q2 2024

Jul 30, 2024
BUY
$87.04 - $101.61 $1.21 Million - $1.41 Million
13,860 New
13,860 $1.4 Million

Others Institutions Holding SCHG

# of Institutions
1,420
Shares Held
2.1B
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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