Ipsen Advisor Group LLC Schwab Strategic Tr Us Large C Transaction History

Ipsen Advisor Group LLC

  • $117 Billion
  • Q4 2024

A detailed history of Ipsen Advisor Group LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Ipsen Advisor Group LLC holds 15,121 shares of SCHG stock, worth $431,553. This represents 0.36% of its overall portfolio holdings.

Number of Shares
15,121
Previous 4,557 231.82%
Holding current value
$431,553
Previous $253 Million 66.43%
% of portfolio
0.36%
Previous 0.29%

Shares

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

Feb 11, 2025
BUY
$25.93 - $105.3 $273,924 - $1.11 Million
10,564 Added 231.82%
15,121 $421 Million
Q4 2022

Feb 10, 2023
BUY
$54.31 - $60.76 $247,490 - $276,883
4,557 New
4,557 $253 Million

Others Institutions Holding SCHG

# of Institutions
1,420
Shares Held
2.1B
Call Options Held
167K
Put Options Held
96.6K
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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