Win Advisors, Inc Schwab Strategic Tr Us Large C Transaction History

Win Advisors, Inc

  • $201 Million
  • Q4 2024

A detailed history of Win Advisors, Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Win Advisors, Inc holds 215,816 shares of SCHG stock, worth $5.79 Million. This represents 2.99% of its overall portfolio holdings.

Number of Shares
215,816
Holding current value
$5.79 Million
% of portfolio
2.99%

Shares

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

Jan 27, 2025
BUY
$25.93 - $105.3 $5.6 Million - $22.7 Million
215,816 New
215,816 $6.01 Million
Q2 2024

Aug 02, 2024
BUY
$87.04 - $101.61 $4.05 Million - $4.73 Million
46,573 Added 39.62%
164,111 $16.5 Million
Q1 2024

Apr 24, 2024
BUY
$80.6 - $93.32 $8.13 Million - $9.41 Million
100,810 Added 602.64%
117,538 $10.9 Million
Q4 2023

Feb 05, 2024
SELL
$70.08 - $83.37 $25.3 Million - $30.1 Million
-360,830 Reduced 95.57%
16,728 $1.39 Million
Q3 2023

Oct 30, 2023
BUY
$71.99 - $78.02 $24.7 Million - $26.8 Million
343,286 Added 1001.65%
377,558 $27.5 Million
Q2 2023

Jul 13, 2023
SELL
$63.6 - $74.95 $3.42 Million - $4.03 Million
-53,793 Reduced 61.08%
34,272 $2.57 Million
Q1 2023

Apr 28, 2023
BUY
$54.19 - $65.17 $4.76 Million - $5.73 Million
87,876 Added 46495.24%
88,065 $5.74 Million
Q4 2022

Feb 14, 2023
SELL
$54.31 - $60.76 $8,255 - $9,235
-152 Reduced 44.57%
189 $10,000
Q3 2022

Oct 27, 2022
SELL
$55.81 - $69.25 $42,080 - $52,214
-754 Reduced 68.86%
341 $19,000
Q2 2022

Jul 18, 2022
SELL
$55.73 - $76.55 $20.5 Million - $28.1 Million
-367,591 Reduced 99.7%
1,095 $64,000
Q1 2022

May 13, 2022
BUY
$65.63 - $82.62 $23.4 Million - $29.4 Million
356,024 Added 2811.75%
368,686 $27.6 Million
Q4 2021

Feb 14, 2022
BUY
$73.11 - $83.4 $925,718 - $1.06 Million
12,662 New
12,662 $2.07 Million

Others Institutions Holding SCHG

# of Institutions
1,469
Shares Held
2.26B
Call Options Held
296K
Put Options Held
153K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
Track This Portfolio

Track Win Advisors, Inc Portfolio

Follow Win Advisors, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Win Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Win Advisors, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email