Aspire Wealth Management Corp Schwab Strategic Tr Us Large C Transaction History

Aspire Wealth Management Corp

  • $174 Million
  • Q3 2024

A detailed history of Aspire Wealth Management Corp transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Aspire Wealth Management Corp holds 5,823 shares of SCHG stock, worth $168,517. This represents 0.35% of its overall portfolio holdings.

Number of Shares
5,823
Previous 5,949 2.12%
Holding current value
$168,517
Previous $599,000 1.17%
% of portfolio
0.35%
Previous 0.36%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
SELL
$92.63 - $105.69 $11,671 - $13,316
-126 Reduced 2.12%
5,823 $606,000
Q2 2024

Aug 12, 2024
BUY
$87.04 - $101.61 $40,125 - $46,842
461 Added 8.4%
5,949 $599,000
Q4 2023

Jan 22, 2024
SELL
$70.08 - $83.37 $10,301 - $12,255
-147 Reduced 2.61%
5,488 $455,000
Q3 2023

Oct 30, 2023
SELL
$71.99 - $78.02 $398,536 - $431,918
-5,536 Reduced 49.56%
5,635 $409,000
Q1 2023

May 04, 2023
SELL
$54.19 - $65.17 $158,397 - $190,491
-2,923 Reduced 20.74%
11,171 $728,000
Q4 2022

Feb 06, 2023
BUY
$54.31 - $60.76 $44,697 - $50,005
823 Added 6.2%
14,094 $783,000
Q3 2022

Nov 09, 2022
BUY
$55.81 - $69.25 $447,875 - $555,731
8,025 Added 152.97%
13,271 $741,000
Q1 2022

May 03, 2022
BUY
$65.63 - $82.62 $176,413 - $222,082
2,688 Added 105.08%
5,246 $393,000
Q4 2021

Mar 14, 2022
BUY
$73.11 - $83.4 $187,015 - $213,337
2,558 New
2,558 $419,000

Others Institutions Holding SCHG

# of Institutions
1,314
Shares Held
181M
Call Options Held
140K
Put Options Held
91.5K
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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