Werba Rubin Papier Wealth Management Schwab Strategic Tr Us Large C Transaction History

Werba Rubin Papier Wealth Management

$460 Billion
Q1 2025

A detailed history of Werba Rubin Papier Wealth Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Werba Rubin Papier Wealth Management holds 85,463 shares of SCHG stock, worth $2.36 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares

85,463

Previous 125,404 31.85%

Holding current value

$2.36 Million

Previous $3.5 Billion 38.77%

% of portfolio

0.47%

Previous 0.82%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	SELL	$24.91 - $29.02 $994,930 - $1.16 Million	-39,941 Reduced 31.85%	85,463 $2.14 Billion
Q4 2024 Jan 31, 2025	BUY	$25.93 - $105.3 $2.39 Million - $9.72 Million	92,272 Added 278.5%	125,404 $3.5 Billion
Q3 2024 Oct 18, 2024	SELL	$92.63 - $105.69 $368,111 - $420,012	-3,974 Reduced 10.71%	33,132 $3.45 Billion
Q2 2024 Aug 06, 2024	SELL	$87.04 - $101.61 $522,849 - $610,371	-6,007 Reduced 13.93%	37,106 $3.74 Billion
Q1 2024 Apr 30, 2024	SELL	$80.6 - $93.32 $20,875 - $24,169	-259 Reduced 0.6%	43,113 $4 Billion
Q4 2023 Jan 22, 2024	BUY	$70.08 - $83.37 $586,499 - $697,723	8,369 Added 23.91%	43,372 $3.6 Billion
Q3 2023 Nov 06, 2023	BUY	$71.99 - $78.02 $147,507 - $159,862	2,049 Added 6.22%	35,003 $2.55 Billion
Q2 2023 Jul 24, 2023	BUY	$63.6 - $74.95 $1.34 Million - $1.58 Million	21,035 Added 176.48%	32,954 $2.47 Billion
Q1 2023 Apr 26, 2023	BUY	$54.19 - $65.17 $353,698 - $425,364	6,527 Added 121.05%	11,919 $777 Million
Q4 2022 Mar 28, 2023	BUY	$54.31 - $60.76 $292,839 - $327,617	5,392 New	5,392 $300 Million

Others Institutions Holding SCHG

# of Institutions

1,500

Shares Held

739M

Call Options Held

327K

Put Options Held

193K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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Werba Rubin Papier Wealth Management Schwab Strategic Tr Us Large C Transaction History