Long View Wealth Management Schwab Strategic Tr Us Large C Transaction History

Long View Wealth Management

  • $328 Billion
  • Q4 2024

A detailed history of Long View Wealth Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Long View Wealth Management holds 155,079 shares of SCHG stock, worth $4.39 Million. This represents 1.32% of its overall portfolio holdings.

Number of Shares
155,079
Previous 36,018 330.56%
Holding current value
$4.39 Million
Previous $3.75 Billion 15.18%
% of portfolio
1.32%
Previous 1.2%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
BUY
$25.93 - $105.3 $3.09 Million - $12.5 Million
119,061 Added 330.56%
155,079 $4.32 Billion
Q3 2024

Oct 09, 2024
BUY
$92.63 - $105.69 $472,227 - $538,807
5,098 Added 16.49%
36,018 $3.75 Billion
Q2 2024

Jul 22, 2024
SELL
$87.04 - $101.61 $201,671 - $235,430
-2,317 Reduced 6.97%
30,920 $3.12 Billion
Q1 2024

Apr 16, 2024
BUY
$80.6 - $93.32 $170,307 - $197,185
2,113 Added 6.79%
33,237 $3.08 Billion
Q4 2023

Jan 10, 2024
BUY
$70.08 - $83.37 $2.18 Million - $2.59 Million
31,124 New
31,124 $2.57 Billion

Others Institutions Holding SCHG

# of Institutions
1,331
Shares Held
1.79B
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
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