Core Wealth Partners LLC Schwab Strategic Tr Us Large C Transaction History

Core Wealth Partners LLC

  • $174 Billion
  • Q4 2024

A detailed history of Core Wealth Partners LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Core Wealth Partners LLC holds 16,680 shares of SCHG stock, worth $482,719. This represents 0.27% of its overall portfolio holdings.

Number of Shares
16,680
Previous 3,690 352.03%
Holding current value
$482,719
Previous $384 Million 20.94%
% of portfolio
0.27%
Previous 0.23%

Shares

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

Feb 11, 2025
BUY
$25.93 - $105.3 $336,830 - $1.37 Million
12,990 Added 352.03%
16,680 $465 Million
Q3 2024

Nov 04, 2024
BUY
$92.63 - $105.69 $341,804 - $389,996
3,690 New
3,690 $384 Million

Others Institutions Holding SCHG

# of Institutions
1,448
Shares Held
2.24B
Call Options Held
264K
Put Options Held
98K
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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