A detailed history of Abound Wealth Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Abound Wealth Management holds 8,243 shares of SCHG stock, worth $224,044. This represents 0.29% of its overall portfolio holdings.

Number of Shares
8,243
Previous 8,095 1.83%
Holding current value
$224,044
Previous $816 Million 5.2%
% of portfolio
0.29%
Previous 0.3%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

BUY
$92.63 - $105.69 $13,709 - $15,642
148 Added 1.83%
8,243 $859 Million
Q2 2024

Aug 09, 2024

BUY
$87.04 - $101.61 $12,011 - $14,022
138 Added 1.73%
8,095 $816 Million
Q1 2024

Aug 08, 2024

BUY
$80.6 - $93.32 $24,421 - $28,275
303 Added 3.96%
7,957 $738 Million
Q4 2023

Aug 08, 2024

BUY
$70.08 - $83.37 $10,792 - $12,838
154 Added 2.05%
7,654 $635 Million
Q3 2023

Aug 08, 2024

BUY
$71.99 - $78.02 $11,158 - $12,093
155 Added 2.11%
7,500 $545 Million
Q2 2023

Aug 08, 2024

BUY
$63.6 - $74.95 $128,980 - $151,998
2,028 Added 38.14%
7,345 $551 Million
Q1 2023

Aug 07, 2024

BUY
$54.19 - $65.17 $288,128 - $346,508
5,317 New
5,317 $347 Million
Q4 2022

Aug 07, 2024

BUY
$54.31 - $60.76 $9,558 - $10,693
176 Added 3.54%
5,144 $286 Million
Q3 2022

Aug 07, 2024

SELL
$55.81 - $69.25 $19,477 - $24,168
-349 Reduced 6.56%
4,968 $277 Million
Q2 2022

Aug 12, 2024

SELL
$55.73 - $76.55 $184,299 - $253,150
-3,307 Reduced 40.85%
4,788 $278 Million
Q1 2022

Aug 12, 2024

BUY
$65.63 - $82.62 $142,942 - $179,946
2,178 Added 105.37%
4,245 $318 Million
Q4 2021

Aug 12, 2024

SELL
$73.11 - $83.4 $440,707 - $502,735
-6,028 Reduced 74.47%
2,067 $339 Million

Others Institutions Holding SCHG

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
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