Perissos Private Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History

Perissos Private Wealth Management, LLC

  • $110 Billion
  • Q1 2025

A detailed history of Perissos Private Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Perissos Private Wealth Management, LLC holds 154,412 shares of SCHG stock, worth $3.93 Million. This represents 3.52% of its overall portfolio holdings.

Number of Shares
154,412
Previous 154,204 0.13%
Holding current value
$3.93 Million
Previous $4.3 Billion 10.03%
% of portfolio
3.52%
Previous 3.21%

Shares

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

Apr 25, 2025
BUY
$24.91 - $29.02 $5,181 - $6,036
208 Added 0.13%
154,412 $3.87 Billion
Q4 2024

Jan 29, 2025
BUY
$25.93 - $105.3 $3.27 Million - $13.3 Million
126,125 Added 449.18%
154,204 $4.3 Billion
Q3 2024

Nov 12, 2024
BUY
$92.63 - $105.69 $41,312 - $47,137
446 Added 1.61%
28,079 $2.93 Billion
Q2 2024

Aug 09, 2024
BUY
$87.04 - $101.61 $76,682 - $89,518
881 Added 3.29%
27,633 $2.79 Billion
Q1 2024

May 14, 2024
BUY
$80.6 - $93.32 $2.16 Million - $2.5 Million
26,752 New
26,752 $2.48 Billion

Others Institutions Holding SCHG

# of Institutions
1,491
Shares Held
709M
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
Track This Portfolio

Track Perissos Private Wealth Management, LLC Portfolio

Follow Perissos Private Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Perissos Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Perissos Private Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email