Wealth Architects, LLC Schwab Strategic Tr Us Large C Transaction History

Wealth Architects, LLC

  • $848 Million
  • Q3 2024

A detailed history of Wealth Architects, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wealth Architects, LLC holds 8,011 shares of SCHG stock, worth $231,838. This represents 0.1% of its overall portfolio holdings.

Number of Shares
8,011
Previous 8,793 8.89%
Holding current value
$231,838
Previous $886,000 5.87%
% of portfolio
0.1%
Previous 0.11%

Shares

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

Oct 31, 2024
SELL
$92.63 - $105.69 $72,436 - $82,649
-782 Reduced 8.89%
8,011 $834,000
Q1 2024

May 13, 2024
SELL
$80.6 - $93.32 $19,182 - $22,210
-238 Reduced 2.64%
8,793 $815,000
Q4 2023

Feb 14, 2024
BUY
$70.08 - $83.37 $70 - $83
1 Added 0.01%
9,031 $749,000
Q3 2023

Nov 09, 2023
SELL
$71.99 - $78.02 $23,252 - $25,200
-323 Reduced 3.45%
9,030 $656,000
Q2 2023

Aug 02, 2023
BUY
$63.6 - $74.95 $47,890 - $56,437
753 Added 8.76%
9,353 $701,000
Q3 2022

Oct 24, 2022
SELL
$55.81 - $69.25 $155,933 - $193,484
-2,794 Reduced 24.52%
8,600 $480,000
Q1 2022

May 17, 2022
BUY
$65.63 - $82.62 $373,894 - $470,686
5,697 Added 100.0%
11,394 $852,000
Q4 2021

Jan 19, 2022
SELL
$73.11 - $83.4 $4,898 - $5,587
-67 Reduced 1.16%
5,697 $933,000
Q2 2021

Aug 09, 2021
SELL
$65.3 - $73.24 $40,943 - $45,921
-627 Reduced 9.81%
5,764 $841,000
Q1 2021

Apr 29, 2021
SELL
$61.41 - $68.35 $14,799 - $16,472
-241 Reduced 3.63%
6,391 $829,000
Q4 2020

Jan 28, 2021
SELL
$55.95 - $64.38 $17,624 - $20,279
-315 Reduced 4.53%
6,632 $852,000
Q3 2020

Nov 09, 2020
SELL
$51.42 - $61.56 $2,313 - $2,770
-45 Reduced 0.64%
6,947 $800,000
Q3 2019

Oct 23, 2019
SELL
$41.7 - $42.86 $18,765 - $19,287
-450 Reduced 6.05%
6,992 $587,000
Q2 2019

Jul 12, 2019
SELL
N/A
-370 Reduced 4.74%
7,442 $619,000
Q1 2019

May 01, 2019
SELL
N/A
-150 Reduced 1.88%
7,812 $621,000
Q4 2018

Jan 17, 2019
SELL
N/A
-4 Reduced 0.05%
7,962 $549,000
Q3 2018

Oct 04, 2018
BUY
N/A
4 Added 0.05%
7,966 $653,000
Q1 2018

Apr 13, 2018
SELL
N/A
-1,518 Reduced 16.01%
7,962 $571,000
Q2 2017

Aug 10, 2017
BUY
N/A
9,480
9,480 $599,000

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
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More about SCHG
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