Wedmont Private Capital Schwab Strategic Tr Us Large C Transaction History

Wedmont Private Capital

$1.99 Billion
Q1 2025

A detailed history of Wedmont Private Capital transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wedmont Private Capital holds 66,386 shares of SCHG stock, worth $1.57 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

66,386

Previous 51,357 29.26%

Holding current value

$1.57 Million

Previous $1.43 Million 16.0%

% of portfolio

0.08%

Previous 0.08%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	BUY	$24.91 - $29.02 $374,372 - $436,141	15,029 Added 29.26%	66,386 $1.66 Million
Q4 2024 Jan 13, 2025	BUY	$25.93 - $105.3 $1.14 Million - $4.64 Million	44,072 Added 604.97%	51,357 $1.43 Million
Q3 2024 Oct 08, 2024	BUY	$92.63 - $105.69 $148,763 - $169,738	1,606 Added 28.28%	7,285 $758,000
Q2 2024 Jul 15, 2024	BUY	$87.04 - $101.61 $522 - $609	6 Added 0.11%	5,679 $572,000
Q1 2024 Apr 10, 2024	SELL	$80.6 - $93.32 $95,511 - $110,584	-1,185 Reduced 17.28%	5,673 $526,000
Q4 2023 Jan 09, 2024	BUY	$70.08 - $83.37 $66,996 - $79,701	956 Added 16.2%	6,858 $568,000
Q3 2023 Oct 10, 2023	BUY	$71.99 - $78.02 $23,684 - $25,668	329 Added 5.9%	5,902 $429,000
Q2 2023 Jul 17, 2023	BUY	$63.6 - $74.95 $2,989 - $3,522	47 Added 0.85%	5,573 $417,000
Q1 2023 Apr 11, 2023	BUY	$54.19 - $65.17 $433 - $521	8 Added 0.14%	5,526 $360,000
Q4 2022 Jan 09, 2023	BUY	$54.31 - $60.76 $299,682 - $335,273	5,518 New	5,518 $0

Others Institutions Holding SCHG

# of Institutions

1,484

Shares Held

2.27B

Call Options Held

296K

Put Options Held

153K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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Wedmont Private Capital Schwab Strategic Tr Us Large C Transaction History