Latko Wealth Management, Ltd. Schwab Strategic Tr Us Large C Transaction History

Latko Wealth Management, Ltd.

  • $154 Million
  • Q1 2025

A detailed history of Latko Wealth Management, Ltd. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Latko Wealth Management, Ltd. holds 104,614 shares of SCHG stock, worth $2.66 Million. This represents 1.7% of its overall portfolio holdings.

Number of Shares
104,614
Previous 101,979 2.58%
Holding current value
$2.66 Million
Previous $2.84 Million 7.81%
% of portfolio
1.7%
Previous 1.68%

Shares

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

Apr 15, 2025
BUY
$24.91 - $29.02 $65,637 - $76,467
2,635 Added 2.58%
104,614 $2.62 Million
Q4 2024

Jan 30, 2025
BUY
$25.93 - $105.3 $2.01 Million - $8.15 Million
77,439 Added 315.56%
101,979 $2.84 Million
Q3 2024

Oct 29, 2024
BUY
$92.63 - $105.69 $2.27 Million - $2.59 Million
24,540 New
24,540 $2.56 Million

Others Institutions Holding SCHG

# of Institutions
1,490
Shares Held
711M
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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