Mosaic Family Wealth Partners, LLC Schwab Strategic Tr Us Large C Transaction History

Mosaic Family Wealth Partners, LLC

  • $674 Billion
  • Q3 2024

A detailed history of Mosaic Family Wealth Partners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 2,210 shares of SCHG stock, worth $62,940. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,210
Previous 2,210 -0.0%
Holding current value
$62,940
Previous $223 Million 3.31%
% of portfolio
0.03%
Previous 0.04%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Jun 13, 2024
BUY
$80.6 - $93.32 $178,126 - $206,237
2,210 New
2,210 $205 Million

Others Institutions Holding SCHG

# of Institutions
1,314
Shares Held
181M
Call Options Held
140K
Put Options Held
91.5K
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 Mosaic Family Wealth Partners, LLC Portfolio

Follow Mosaic Family Wealth Partners, LLC 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 Mosaic Family Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mosaic Family Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email