Leicht Financial Planning & Wealth Management, Inc. Schwab Strategic Tr Us Large C Transaction History

Leicht Financial Planning & Wealth Management, Inc.

  • $199 Million
  • Q3 2024

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2020

Jul 10, 2020
SELL
$37.99 - $51.32 $214,567 - $289,855
-5,648 Closed
0 $0
Q1 2020

Apr 13, 2020
SELL
$34.6 - $51.17 $338,561 - $500,698
-9,785 Reduced 63.4%
5,648 $452,000
Q4 2019

Jan 17, 2020
SELL
$40.97 - $46.72 $219,066 - $249,811
-5,347 Reduced 25.73%
15,433 $1.43 Million
Q3 2019

Oct 17, 2019
SELL
$41.7 - $42.86 $82,691 - $84,991
-1,983 Reduced 8.71%
20,780 $1.75 Million
Q2 2019

Aug 02, 2019
BUY
N/A
137 Added 0.61%
22,763 $1.89 Million
Q1 2019

May 02, 2019
SELL
N/A
-7,632 Reduced 25.22%
22,626 $1.8 Million
Q4 2018

Jan 28, 2019
SELL
N/A
-27,463 Reduced 47.58%
30,258 $2.09 Million
Q3 2018

Oct 19, 2018
BUY
N/A
3,984 Added 7.41%
57,721 $4.73 Million
Q2 2018

Jul 16, 2018
BUY
N/A
26,135 Added 94.69%
53,737 $4.1 Million
Q1 2018

Apr 09, 2018
SELL
N/A
-9,465 Reduced 25.53%
27,602 $1.93 Million
Q4 2017

Jan 12, 2018
SELL
N/A
-20,572 Reduced 35.69%
37,067 $2.71 Million
Q3 2017

Nov 02, 2017
SELL
N/A
-98,871 Reduced 63.17%
57,639 $3.85 Million
Q2 2017

Aug 15, 2017
SELL
N/A
-13,530 Reduced 7.96%
156,510 $9.92 Million
Q1 2017

Aug 14, 2017
SELL
N/A
-40,450 Reduced 19.22%
170,040 $10.2 Million
Q4 2016

Aug 14, 2017
BUY
N/A
210,490
210,490 $12.1 Million

Others Institutions Holding SCHG

# of Institutions
1,465
Shares Held
2.26B
Call Options Held
296K
Put Options Held
153K
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 Leicht Financial Planning & Wealth Management, Inc. Portfolio

Follow Leicht Financial Planning & Wealth Management, Inc. 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 Leicht Financial Planning & Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Leicht Financial Planning & Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email