Wolff Financial Management LLC Schwab Strategic Tr Us Large C Transaction History

Wolff Financial Management LLC

  • $368 Million
  • Q3 2024

A detailed history of Wolff Financial Management LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wolff Financial Management LLC holds 2,303 shares of SCHG stock, worth $66,648. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,303
Holding current value
$66,648
% of portfolio
0.07%

Shares

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

Oct 24, 2024
BUY
$92.63 - $105.69 $213,326 - $243,404
2,303 New
2,303 $240,000
Q4 2023

Jan 25, 2024
BUY
$70.08 - $83.37 $183,469 - $218,262
2,618 New
2,618 $217,000
Q1 2023

May 01, 2023
BUY
$54.19 - $65.17 $187,009 - $224,901
3,451 New
3,451 $225,000

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
  • Sector ETFs
  • Industry ETFs
More about SCHG
Track This Portfolio

Track Wolff Financial Management LLC Portfolio

Follow Wolff Financial Management 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 Wolff Financial Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wolff Financial Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email