Next Level Wealth Planning, LLC Schwab Strategic Tr Us Large C Transaction History

Next Level Wealth Planning, LLC

  • $127 Billion
  • Q4 2024

A detailed history of Next Level Wealth Planning, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Next Level Wealth Planning, LLC holds 370,113 shares of SCHG stock, worth $10.5 Million. This represents 8.11% of its overall portfolio holdings.

Number of Shares
370,113
Holding current value
$10.5 Million
% of portfolio
8.11%

Shares

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

Jan 30, 2025
BUY
$25.93 - $105.3 $9.6 Million - $39 Million
370,113 New
370,113 $10.3 Billion

Others Institutions Holding SCHG

# of Institutions
1,365
Shares Held
1.88B
Call Options Held
140K
Put Options Held
96.3K
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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