Jamison Private Wealth Management, Inc. Schwab Strategic Tr Us Large C Transaction History

Jamison Private Wealth Management, Inc.

  • $677 Billion
  • Q4 2024

A detailed history of Jamison Private Wealth Management, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Jamison Private Wealth Management, Inc. holds 11,493 shares of SCHG stock, worth $330,193. This represents 0.05% of its overall portfolio holdings.

Number of Shares
11,493
Previous 2,184 426.24%
Holding current value
$330,193
Previous $228 Million 40.79%
% of portfolio
0.05%
Previous 0.03%

Shares

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

Jan 21, 2025
BUY
$25.93 - $105.3 $241,382 - $980,237
9,309 Added 426.24%
11,493 $320 Million
Q3 2024

Oct 15, 2024
BUY
$92.63 - $105.69 $38,441 - $43,861
415 Added 23.46%
2,184 $228 Million
Q2 2024

Jul 11, 2024
BUY
$87.04 - $101.61 $63,104 - $73,667
725 Added 69.44%
1,769 $178 Million
Q1 2024

Apr 26, 2024
BUY
$80.6 - $93.32 $10,478 - $12,131
130 Added 14.22%
1,044 $96.8 Million
Q4 2023

Jan 17, 2024
BUY
$70.08 - $83.37 $64,053 - $76,200
914 New
914 $75.8 Million

Others Institutions Holding SCHG

# of Institutions
1,389
Shares Held
1.95B
Call Options Held
167K
Put Options Held
96.6K
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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