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

Quotient Wealth Partners, LLC

  • $3.13 Trillion
  • Q1 2025

A detailed history of Quotient Wealth Partners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Quotient Wealth Partners, LLC holds 145,872 shares of SCHG stock, worth $4.02 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
145,872
Previous 53,715 171.57%
Holding current value
$4.02 Million
Previous $1.5 Billion 143.99%
% of portfolio
0.12%
Previous 0.05%

Shares

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

Apr 30, 2025
BUY
$24.91 - $29.02 $2.3 Million - $2.67 Million
92,157 Added 171.57%
145,872 $3.65 Billion
Q4 2024

Jan 28, 2025
BUY
$25.93 - $105.3 $1.05 Million - $4.25 Million
40,358 Added 302.15%
53,715 $1.5 Billion
Q3 2024

Oct 09, 2024
BUY
$92.63 - $105.69 $644,241 - $735,073
6,955 Added 108.64%
13,357 $1.39 Billion
Q2 2024

Jul 24, 2024
BUY
$87.04 - $101.61 $557,230 - $650,507
6,402 New
6,402 $646 Million

Others Institutions Holding SCHG

# of Institutions
1,502
Shares Held
739M
Call Options Held
327K
Put Options Held
193K
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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