A detailed history of Angeles Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Angeles Wealth Management, LLC holds 447,160 shares of SCHG stock, worth $13 Million. This represents 4.03% of its overall portfolio holdings.

Number of Shares
447,160
Previous 395,025 13.2%
Holding current value
$13 Million
Previous $39.8 Million 16.95%
% of portfolio
4.03%
Previous 3.75%

Shares

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

Oct 29, 2024

BUY
$92.63 - $105.69 $4.83 Million - $5.51 Million
52,135 Added 13.2%
447,160 $46.6 Million
Q2 2024

Aug 07, 2024

BUY
$87.04 - $101.61 $13 Million - $15.1 Million
148,942 Added 60.53%
395,025 $39.8 Million
Q1 2024

May 08, 2024

BUY
$80.6 - $93.32 $19.8 Million - $23 Million
246,083 New
246,083 $22.8 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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