Schwallier Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History

Schwallier Wealth Management LLC

  • $123 Billion
  • Q2 2024

A detailed history of Schwallier Wealth Management LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Schwallier Wealth Management LLC holds 45,892 shares of SCHG stock, worth $1.23 Million. This represents 3.76% of its overall portfolio holdings.

Number of Shares
45,892
Previous 44,880 2.25%
Holding current value
$1.23 Million
Previous $4.16 Billion 11.21%
% of portfolio
3.76%
Previous 3.35%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
BUY
$87.04 - $101.61 $88,084 - $102,829
1,012 Added 2.25%
45,892 $4.63 Billion
Q1 2024

May 14, 2024
SELL
$80.6 - $93.32 $466,270 - $539,856
-5,785 Reduced 11.42%
44,880 $4.16 Billion
Q4 2023

Feb 14, 2024
BUY
$70.08 - $83.37 $3.55 Million - $4.22 Million
50,665 New
50,665 $4.2 Billion

Others Institutions Holding SCHG

# of Institutions
1,279
Shares Held
172M
Call Options Held
87.6K
Put Options Held
27.4K
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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