Epg Wealth Management LLC Schwab Strategic Tr Us Small C Transaction History

Epg Wealth Management LLC

$396 Billion
Q3 2024

A detailed history of Epg Wealth Management LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Epg Wealth Management LLC holds 48 shares of SCHA stock, worth $1,258. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 0 Infinity%

Holding current value

$1,258

Previous $0 Infinity%

% of portfolio

0.0%

Previous 100.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$46.9 - $51.96 $2,251 - $2,494	48 New	48 $2.47 Million
Q2 2024 Aug 13, 2024	SELL	$45.24 - $49.04 $5,383 - $5,835	-119 Closed	0 $0
Q4 2023 Feb 14, 2024	SELL	$38.13 - $48.02 $1,029 - $1,296	-27 Reduced 18.49%	119 $5,000
Q3 2022 Nov 15, 2022	BUY	$37.65 - $45.9 $5,496 - $6,701	146 New	146 $6,000
Q2 2022 Aug 15, 2022	SELL	$37.88 - $48.01 $5,530 - $7,009	-146 Closed	0 $0
Q1 2022 May 10, 2022	BUY	$44.42 - $51.73 $3,242 - $3,776	73 Added 100.0%	146 $7,000
Q3 2021 Nov 15, 2021	BUY	$48.3 - $52.49 $3,525 - $3,831	73 New	73 $7,000
Q2 2020 Aug 06, 2020	SELL	$23.59 - $35.22 $1,179 - $1,761	-50 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$33.63 - $38.03 $1,681 - $1,901	50 New	50 $4,000

Others Institutions Holding SCHA

# of Institutions

1,147

Shares Held

147M

Call Options Held

55.6K

Put Options Held

7.8K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
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Epg Wealth Management LLC Schwab Strategic Tr Us Small C Transaction History