Watershed Private Wealth LLC Schwab Strategic Tr Us Large C Transaction History

Watershed Private Wealth LLC

  • $256 Billion
  • Q4 2024

A detailed history of Watershed Private Wealth LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Watershed Private Wealth LLC holds 28,722 shares of SCHG stock, worth $830,065. This represents 0.31% of its overall portfolio holdings.

Number of Shares
28,722
Previous 7,228 297.37%
Holding current value
$830,065
Previous $753 Million 6.3%
% of portfolio
0.31%
Previous 0.3%

Shares

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

Jan 22, 2025
BUY
$25.93 - $105.3 $557,339 - $2.26 Million
21,494 Added 297.37%
28,722 $800 Million
Q3 2024

Oct 15, 2024
SELL
$92.63 - $105.69 $1.24 Million - $1.42 Million
-13,429 Reduced 65.01%
7,228 $753 Million
Q1 2024

May 07, 2024
SELL
$80.6 - $93.32 $378,739 - $438,510
-4,699 Reduced 18.53%
20,657 $1.92 Billion
Q4 2023

Feb 07, 2024
BUY
$70.08 - $83.37 $568,909 - $676,797
8,118 Added 47.09%
25,356 $2.1 Billion
Q3 2023

Oct 19, 2023
BUY
$71.99 - $78.02 $1.24 Million - $1.34 Million
17,238 New
17,238 $1.25 Billion

Others Institutions Holding SCHG

# of Institutions
1,355
Shares Held
1.86B
Call Options Held
140K
Put Options Held
96.3K
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 Watershed Private Wealth LLC Portfolio

Follow Watershed Private Wealth 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 Watershed Private Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Watershed Private Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email