Fin Dec Wealth Services, Inc. Schwab Strategic Tr Us Large C Transaction History

Fin Dec Wealth Services, Inc.

$172 Billion
Q3 2024

A detailed history of Fin Dec Wealth Services, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Fin Dec Wealth Services, Inc. holds 52,493 shares of SCHG stock, worth $1.5 Million. This represents 3.17% of its overall portfolio holdings.

Number of Shares

52,493

Previous 51,754 1.43%

Holding current value

$1.5 Million

Previous $5.22 Billion 4.79%

% of portfolio

3.17%

Previous 3.29%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$92.63 - $105.69 $68,453 - $78,104	739 Added 1.43%	52,493 $5.47 Billion
Q2 2024 Jul 17, 2024	SELL	$87.04 - $101.61 $389,765 - $455,009	-4,478 Reduced 7.96%	51,754 $5.22 Billion
Q1 2024 May 13, 2024	SELL	$80.6 - $93.32 $91,078 - $105,451	-1,130 Reduced 1.97%	56,232 $5.21 Billion
Q4 2023 Feb 07, 2024	BUY	$70.08 - $83.37 $746,842 - $888,474	10,657 Added 22.82%	57,362 $4.76 Billion
Q3 2023 Oct 19, 2023	SELL	$71.99 - $78.02 $29,083 - $31,520	-404 Reduced 0.86%	46,705 $3.4 Billion
Q2 2023 Jul 19, 2023	SELL	$63.6 - $74.95 $17,935 - $21,135	-282 Reduced 0.6%	47,109 $3.53 Billion
Q1 2023 May 10, 2023	BUY	$54.19 - $65.17 $2.03 Million - $2.45 Million	37,529 Added 380.54%	47,391 $3.09 Billion
Q4 2022 Jan 25, 2023	BUY	$54.31 - $60.76 $535,605 - $599,215	9,862 New	9,862 $548 Million

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

Ticker SCHG
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Fin Dec Wealth Services, Inc. Schwab Strategic Tr Us Large C Transaction History