Great Waters Wealth Management Schwab Strategic Tr Us Large C Transaction History

Great Waters Wealth Management

  • $742 Billion
  • Q3 2024

A detailed history of Great Waters Wealth Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Great Waters Wealth Management holds 16,017 shares of SCHG stock, worth $428,134. This represents 0.23% of its overall portfolio holdings.

Number of Shares
16,017
Previous 16,559 3.27%
Holding current value
$428,134
Previous $1.67 Billion 0.07%
% of portfolio
0.23%
Previous 0.26%

Shares

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

Oct 04, 2024
SELL
$92.63 - $105.69 $50,205 - $57,283
-542 Reduced 3.27%
16,017 $1.67 Billion
Q2 2024

Jul 08, 2024
SELL
$87.04 - $101.61 $51,092 - $59,645
-587 Reduced 3.42%
16,559 $1.67 Billion
Q1 2024

Apr 08, 2024
SELL
$80.6 - $93.32 $23,857 - $27,622
-296 Reduced 1.7%
17,146 $1.59 Billion
Q4 2023

Jan 19, 2024
SELL
$70.08 - $83.37 $253,269 - $301,299
-3,614 Reduced 17.16%
17,442 $1.41 Billion
Q3 2023

Oct 11, 2023
SELL
$71.99 - $78.02 $59,679 - $64,678
-829 Reduced 3.79%
21,056 $1.57 Billion
Q2 2023

Jul 07, 2023
SELL
$63.6 - $74.95 $89,040 - $104,930
-1,400 Reduced 6.01%
21,885 $1.64 Billion
Q1 2023

Apr 25, 2023
SELL
$54.19 - $65.17 $55,273 - $66,473
-1,020 Reduced 4.2%
23,285 $1.51 Billion
Q4 2022

Feb 03, 2023
BUY
$54.31 - $60.76 $1.32 Million - $1.48 Million
24,305 New
24,305 $1.45 Billion

Others Institutions Holding SCHG

# of Institutions
1,279
Shares Held
172M
Call Options Held
87.6K
Put Options Held
27.4K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
Track This Portfolio

Track Great Waters Wealth Management Portfolio

Follow Great Waters Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Great Waters Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Great Waters Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email