Mc Kinley Carter Wealth Services, Inc. Schwab Strategic Tr Us Large C Transaction History

Mc Kinley Carter Wealth Services, Inc.

  • $1.56 Billion
  • Q1 2025

A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 22,268 shares of SCHG stock, worth $526,860. This represents 0.04% of its overall portfolio holdings.

Number of Shares
22,268
Holding current value
$526,860
% of portfolio
0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 15, 2025
BUY
$24.91 - $29.02 $554,695 - $646,217
22,268 New
22,268 $557,000
Q1 2020

May 01, 2020
SELL
$34.6 - $51.17 $30,344 - $44,876
-877 Closed
0 $0
Q4 2019

Jan 23, 2020
BUY
$40.97 - $46.72 $35,930 - $40,973
877 New
877 $82,000

Others Institutions Holding SCHG

# of Institutions
1,485
Shares Held
2.27B
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 Mc Kinley Carter Wealth Services, Inc. Portfolio

Follow Mc Kinley Carter Wealth Services, 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 Mc Kinley Carter Wealth Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Mc Kinley Carter Wealth Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email