Baker Tilly Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History

Baker Tilly Wealth Management, LLC

  • $249 Million
  • Q4 2024

A detailed history of Baker Tilly Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 13,650 shares of SCHG stock, worth $341,523. This represents 0.15% of its overall portfolio holdings.

Number of Shares
13,650
Previous 3,441 296.69%
Holding current value
$341,523
Previous $358,000 6.15%
% of portfolio
0.15%
Previous 0.16%

Shares

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

Jan 10, 2025
BUY
$25.93 - $105.3 $264,719 - $1.08 Million
10,209 Added 296.69%
13,650 $380,000
Q3 2024

Oct 24, 2024
BUY
$92.63 - $105.69 $6,206 - $7,081
67 Added 1.99%
3,441 $358,000
Q4 2023

Jan 10, 2024
BUY
$70.08 - $83.37 $236,449 - $281,290
3,374 New
3,374 $279,000

Others Institutions Holding SCHG

# of Institutions
1,481
Shares Held
2.27B
Call Options Held
296K
Put Options Held
153K
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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