Gps Wealth Strategies Group, LLC Schwab Strategic Tr Us Large C Transaction History

Gps Wealth Strategies Group, LLC

$747 Million
Q4 2024

A detailed history of Gps Wealth Strategies Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Gps Wealth Strategies Group, LLC holds 3,154 shares of SCHG stock, worth $91,276. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,154

Previous 761 314.45%

Holding current value

$91,276

Previous $79,000 10.13%

% of portfolio

0.01%

Previous 0.01%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$25.93 - $105.3 $62,050 - $251,982	2,393 Added 314.45%	3,154 $87,000
Q3 2024 Oct 29, 2024	SELL	$92.63 - $105.69 $1,852 - $2,113	-20 Reduced 2.56%	761 $79,000
Q2 2024 Jul 16, 2024	BUY	$87.04 - $101.61 $11,924 - $13,920	137 Added 21.27%	781 $78,000
Q1 2024 Apr 30, 2024	BUY	$80.6 - $93.32 $80 - $93	1 Added 0.16%	644 $59,000
Q4 2023 Jan 12, 2024	BUY	$70.08 - $83.37 $28,032 - $33,348	400 Added 164.61%	643 $53,000
Q2 2023 Jul 17, 2023	BUY	$63.6 - $74.95 $63 - $74	1 Added 0.41%	243 $18,000
Q1 2023 Apr 17, 2023	BUY	$54.19 - $65.17 $13,113 - $15,771	242 New	242 $15,000
Q3 2022 Oct 17, 2022	BUY	$55.81 - $69.25 $55 - $69	1 Added 0.41%	242 $13,000
Q1 2022 Apr 20, 2022	BUY	$65.63 - $82.62 $7,941 - $9,997	121 Added 100.83%	241 $18,000
Q2 2021 Jul 19, 2021	SELL	$65.3 - $73.24 $2,546 - $2,856	-39 Reduced 24.53%	120 $18,000
Q1 2021 Apr 15, 2021	BUY	$61.41 - $68.35 $9,764 - $10,867	159 New	159 $20,000

Others Institutions Holding SCHG

# of Institutions

1,451

Shares Held

2.25B

Call Options Held

296K

Put Options Held

153K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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Gps Wealth Strategies Group, LLC Schwab Strategic Tr Us Large C Transaction History