Summit Wealth Group, LLC Schwab Strategic Tr Us Large C Transaction History

Summit Wealth Group, LLC

  • $345 Million
  • Q4 2024

A detailed history of Summit Wealth Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Summit Wealth Group, LLC holds 8,456 shares of SCHG stock, worth $231,609. This represents 0.07% of its overall portfolio holdings.

Number of Shares
8,456
Previous 2,114 300.0%
Holding current value
$231,609
Previous $220,000 7.27%
% of portfolio
0.07%
Previous 0.06%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
BUY
$25.93 - $105.3 $164,448 - $667,812
6,342 Added 300.0%
8,456 $236,000
Q2 2024

Jul 31, 2024
BUY
$87.04 - $101.61 $184,002 - $214,803
2,114 New
2,114 $213,000

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
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