One Ascent Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History

One Ascent Wealth Management LLC

  • $263 Million
  • Q3 2024

A detailed history of One Ascent Wealth Management LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, One Ascent Wealth Management LLC holds 11,543 shares of SCHG stock, worth $333,592. This represents 0.46% of its overall portfolio holdings.

Number of Shares
11,543
Holding current value
$333,592
% of portfolio
0.46%

Shares

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

Nov 07, 2024
BUY
$92.63 - $105.69 $1.07 Million - $1.22 Million
11,543 New
11,543 $1.2 Million
Q1 2024

Apr 16, 2024
SELL
$80.6 - $93.32 $733,379 - $849,118
-9,099 Reduced 12.58%
63,236 $5.86 Million
Q4 2023

Jan 11, 2024
BUY
$70.08 - $83.37 $5.07 Million - $6.03 Million
72,335 New
72,335 $6 Million

Others Institutions Holding SCHG

# of Institutions
1,352
Shares Held
1.82B
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 One Ascent Wealth Management LLC Portfolio

Follow One Ascent Wealth Management 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 One Ascent Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on One Ascent Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email