Adamsbrown Wealth Consultants LLC Schwab Strategic Tr Us Large C Transaction History

Adamsbrown Wealth Consultants LLC

  • $288 Million
  • Q3 2024

A detailed history of Adamsbrown Wealth Consultants LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Adamsbrown Wealth Consultants LLC holds 2,700 shares of SCHG stock, worth $72,846. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,700
Previous 2,724 0.88%
Holding current value
$72,846
Previous $274,000 2.55%
% of portfolio
0.1%
Previous 0.11%

Shares

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

Oct 11, 2024
SELL
$92.63 - $105.69 $2,223 - $2,536
-24 Reduced 0.88%
2,700 $281,000
Q2 2024

Jul 12, 2024
SELL
$87.04 - $101.61 $43,084 - $50,296
-495 Reduced 15.38%
2,724 $274,000
Q1 2024

Apr 30, 2024
SELL
$80.6 - $93.32 $36,914 - $42,740
-458 Reduced 12.46%
3,219 $298,000
Q4 2023

Jan 29, 2024
BUY
$70.08 - $83.37 $2,733 - $3,251
39 Added 1.07%
3,677 $305,000
Q3 2023

Oct 24, 2023
BUY
$71.99 - $78.02 $3,023 - $3,276
42 Added 1.17%
3,638 $264,000
Q2 2023

Jul 12, 2023
BUY
$63.6 - $74.95 $1,971 - $2,323
31 Added 0.87%
3,596 $269,000
Q1 2023

May 10, 2023
SELL
$54.19 - $65.17 $5,202 - $6,256
-96 Reduced 2.62%
3,565 $232,000
Q4 2022

Jan 27, 2023
SELL
$54.31 - $60.76 $61,261 - $68,537
-1,128 Reduced 23.55%
3,661 $0
Q3 2022

Oct 26, 2022
SELL
$55.81 - $69.25 $33,039 - $40,996
-592 Reduced 11.0%
4,789 $267,000
Q2 2022

Jul 27, 2022
BUY
$55.73 - $76.55 $25,580 - $35,136
459 Added 9.33%
5,381 $312,000
Q1 2022

May 16, 2022
BUY
$65.63 - $82.62 $181,073 - $227,948
2,759 Added 127.55%
4,922 $368,000
Q4 2021

Feb 17, 2022
BUY
$73.11 - $83.4 $158,136 - $180,394
2,163 New
2,163 $354,000

Others Institutions Holding SCHG

# of Institutions
1,309
Shares Held
181M
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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