Reston Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History

Reston Wealth Management LLC

  • $275 Million
  • Q3 2024

A detailed history of Reston Wealth Management LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Reston Wealth Management LLC holds 18,769 shares of SCHG stock, worth $543,174. This represents 0.71% of its overall portfolio holdings.

Number of Shares
18,769
Previous 19,456 3.53%
Holding current value
$543,174
Previous $1.96 Million 0.31%
% of portfolio
0.71%
Previous 0.79%

Shares

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

Oct 28, 2024
SELL
$92.63 - $105.69 $63,636 - $72,609
-687 Reduced 3.53%
18,769 $1.96 Million
Q2 2024

Jul 30, 2024
BUY
$87.04 - $101.61 $6,789 - $7,925
78 Added 0.4%
19,456 $1.96 Million
Q1 2024

May 09, 2024
SELL
$80.6 - $93.32 $483,599 - $559,920
-6,000 Reduced 23.64%
19,378 $1.8 Million
Q4 2023

Jan 24, 2024
BUY
$70.08 - $83.37 $328,044 - $390,254
4,681 Added 22.62%
25,378 $2.11 Million
Q3 2023

Oct 20, 2023
BUY
$71.99 - $78.02 $109,568 - $118,746
1,522 Added 7.94%
20,697 $1.51 Million
Q2 2023

Aug 07, 2023
SELL
$63.6 - $74.95 $3.42 Million - $4.04 Million
-53,851 Reduced 73.74%
19,175 $1.44 Million
Q1 2023

May 08, 2023
BUY
$54.19 - $65.17 $4,335 - $5,213
80 Added 0.11%
73,026 $4.76 Million
Q4 2022

Feb 14, 2023
BUY
$54.31 - $60.76 $228,047 - $255,131
4,199 Added 6.11%
72,946 $4.05 Million
Q3 2022

Nov 14, 2022
BUY
$55.81 - $69.25 $162,630 - $201,794
2,914 Added 4.43%
68,747 $3.84 Million
Q2 2022

Jul 28, 2022
SELL
$55.73 - $76.55 $85,378 - $117,274
-1,532 Reduced 2.27%
65,833 $3.82 Million
Q1 2022

May 04, 2022
BUY
$65.63 - $82.62 $2.31 Million - $2.9 Million
35,122 Added 108.93%
67,365 $5.04 Million
Q4 2021

Feb 09, 2022
BUY
$73.11 - $83.4 $126,699 - $144,532
1,733 Added 5.68%
32,243 $5.28 Million
Q3 2021

Oct 19, 2021
SELL
$73.24 - $78.94 $16,039 - $17,287
-219 Reduced 0.71%
30,510 $4.52 Million
Q2 2021

Aug 05, 2021
SELL
$65.3 - $73.24 $540,553 - $606,280
-8,278 Reduced 21.22%
30,729 $4.49 Million
Q1 2021

May 10, 2021
BUY
$61.41 - $68.35 $30,213 - $33,628
492 Added 1.28%
39,007 $5.06 Million
Q4 2020

Feb 10, 2021
BUY
$55.95 - $64.38 $19,246 - $22,146
344 Added 0.9%
38,515 $4.95 Million
Q3 2020

Oct 14, 2020
BUY
$51.42 - $61.56 $14,037 - $16,805
273 Added 0.72%
38,171 $4.4 Million
Q2 2020

Jul 14, 2020
SELL
$37.99 - $51.32 $110,095 - $148,725
-2,898 Reduced 7.1%
37,898 $3.85 Million
Q1 2020

Apr 14, 2020
BUY
$34.6 - $51.17 $42,627 - $63,041
1,232 Added 3.11%
40,796 $3.25 Million
Q4 2019

Feb 07, 2020
SELL
$40.97 - $46.72 $50,556 - $57,652
-1,234 Reduced 3.02%
39,564 $3.68 Million
Q3 2019

Oct 25, 2019
BUY
$41.7 - $42.86 $1.7 Million - $1.75 Million
40,798 New
40,798 $3.43 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
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