Wealthspan Partners, LLC Schwab Strategic Tr Us Large C Transaction History

Wealthspan Partners, LLC

  • $205 Million
  • Q1 2025

A detailed history of Wealthspan Partners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wealthspan Partners, LLC holds 15,038 shares of SCHG stock, worth $356,250. This represents 0.18% of its overall portfolio holdings.

Number of Shares
15,038
Previous 17,653 14.81%
Holding current value
$356,250
Previous $491,000 23.42%
% of portfolio
0.18%
Previous 0.24%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
SELL
$24.91 - $29.02 $65,139 - $75,887
-2,615 Reduced 14.81%
15,038 $376,000
Q4 2024

Jan 24, 2025
BUY
$25.93 - $105.3 $352,596 - $1.43 Million
13,598 Added 335.34%
17,653 $491,000
Q3 2024

Nov 04, 2024
SELL
$92.63 - $105.69 $48,630 - $55,487
-525 Reduced 11.46%
4,055 $422,000
Q2 2024

Jul 19, 2024
BUY
$87.04 - $101.61 $84,776 - $98,968
974 Added 27.01%
4,580 $461,000
Q1 2024

Apr 29, 2024
BUY
$80.6 - $93.32 $290,643 - $336,511
3,606 New
3,606 $334,000

Others Institutions Holding SCHG

# of Institutions
1,485
Shares Held
2.27B
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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