Wipfli Financial Advisors Llc, Schwab Strategic Tr Us Large C Transaction History

Wipfli Financial Advisors Llc,

$1.42 Billion
Q3 2022

A detailed history of Wipfli Financial Advisors Llc, transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wipfli Financial Advisors Llc, holds 120,546 shares of SCHG stock, worth $3.89 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares

120,546

Previous 123,452 2.35%

Holding current value

$3.89 Million

Previous $0 Infinity%

% of portfolio

0.47%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 26, 2022	SELL	$55.81 - $69.25 $162,183 - $201,240	-2,906 Reduced 2.35%	120,546 $6.73 Million
Q2 2022 Jul 07, 2022	SELL	$55.73 - $76.55 $2.63 Million - $3.61 Million	-47,167 Reduced 27.64%	123,452 $0
Q1 2022 Apr 22, 2022	BUY	$65.63 - $82.62 $5.4 Million - $6.8 Million	82,290 Added 93.16%	170,619 $0
Q4 2021 Jan 28, 2022	SELL	$73.11 - $83.4 $825,850 - $942,086	-11,296 Reduced 11.34%	88,329 $0
Q3 2021 Oct 13, 2021	SELL	$73.24 - $78.94 $125,240 - $134,987	-1,710 Reduced 1.69%	99,625 $0

Q2 2021 Jul 29, 2021	SELL	$65.3 - $73.24 $431,110 - $483,530	-6,602 Reduced 6.12%	101,335 $0
Q1 2021 May 06, 2021	BUY	$61.41 - $68.35 $475,436 - $529,165	7,742 Added 7.73%	107,937 $0
Q4 2020 Feb 02, 2021	BUY	$55.95 - $64.38 $5.61 Million - $6.45 Million	100,195 New	100,195 $0

Others Institutions Holding SCHG

# of Institutions

1,696

Shares Held

860M

Call Options Held

543K

Put Options Held

113K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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Wipfli Financial Advisors Llc, Schwab Strategic Tr Us Large C Transaction History