Wealth Plan Partners, LLC Schwab Strategic Tr Us Large C Transaction History

Wealth Plan Partners, LLC

  • $745 Billion
  • Q3 2024

A detailed history of Wealth Plan Partners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 6,306 shares of SCHG stock, worth $172,595. This represents 0.09% of its overall portfolio holdings.

Number of Shares
6,306
Previous 5,818 8.39%
Holding current value
$172,595
Previous $587 Million 11.99%
% of portfolio
0.09%
Previous 0.06%

Shares

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

Nov 05, 2024
BUY
$92.63 - $105.69 $45,203 - $51,576
488 Added 8.39%
6,306 $657 Million
Q2 2024

Aug 09, 2024
BUY
$87.04 - $101.61 $30,028 - $35,055
345 Added 6.3%
5,818 $587 Million
Q1 2024

May 07, 2024
SELL
$80.6 - $93.32 $172,322 - $199,518
-2,138 Reduced 28.09%
5,473 $507 Million
Q4 2023

Jan 05, 2024
BUY
$70.08 - $83.37 $4,695 - $5,585
67 Added 0.89%
7,611 $631 Million
Q3 2023

Nov 01, 2023
BUY
$71.99 - $78.02 $9,358 - $10,142
130 Added 1.75%
7,544 $549 Million
Q2 2023

Jul 31, 2023
SELL
$63.6 - $74.95 $31,863 - $37,549
-501 Reduced 6.33%
7,414 $556 Million
Q1 2023

May 10, 2023
BUY
$54.19 - $65.17 $30,238 - $36,364
558 Added 7.58%
7,915 $516 Million
Q4 2022

Feb 16, 2023
BUY
$54.31 - $60.76 $159,834 - $178,816
2,943 Added 66.67%
7,357 $465 Million
Q1 2022

May 03, 2022
BUY
$65.63 - $82.62 $119,380 - $150,285
1,819 Added 70.1%
4,414 $286,000
Q4 2021

Feb 01, 2022
BUY
$73.11 - $83.4 $18,643 - $21,267
255 Added 10.9%
2,595 $387,000
Q3 2021

Dec 09, 2021
BUY
$73.24 - $78.94 $55,076 - $59,362
752 Added 47.36%
2,340 $0
Q1 2021

May 11, 2021
BUY
$61.41 - $68.35 $122 - $136
2 Added 0.13%
1,588 $217,000
Q4 2020

Feb 09, 2021
SELL
$55.95 - $64.38 $14,770 - $16,996
-264 Reduced 14.27%
1,586 $213,000
Q3 2020

Dec 18, 2020
BUY
$51.42 - $61.56 $51 - $61
1 Added 0.05%
1,850 $222,000
Q2 2020

Aug 19, 2020
SELL
$37.99 - $51.32 $33,583 - $45,366
-884 Reduced 32.35%
1,849 $209,000
Q1 2020

May 15, 2020
BUY
$34.6 - $51.17 $94,561 - $139,847
2,733 New
2,733 $251,000
Q2 2019

Aug 19, 2019
SELL
N/A
-2,508 Closed
0 $0
Q1 2019

May 16, 2019
BUY
N/A
2,508 New
2,508 $202,000

Others Institutions Holding SCHG

# of Institutions
1,310
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
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More about SCHG
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