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

Aprio Wealth Management, LLC

  • $577 Million
  • Q3 2024

A detailed history of Aprio Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 9,364 shares of SCHG stock, worth $257,416. This represents 0.17% of its overall portfolio holdings.

Number of Shares
9,364
Previous 9,364 -0.0%
Holding current value
$257,416
Previous $944,000 3.28%
% of portfolio
0.17%
Previous 0.18%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 10, 2024
SELL
$87.04 - $101.61 $8,181 - $9,551
-94 Reduced 0.99%
9,364 $944,000
Q1 2024

Apr 10, 2024
BUY
$80.6 - $93.32 $13,540 - $15,677
168 Added 1.81%
9,458 $876,000
Q1 2023

Apr 14, 2023
BUY
$54.19 - $65.17 $11,000 - $13,229
203 Added 2.23%
9,290 $605,000
Q4 2022

Jan 11, 2023
SELL
$54.31 - $60.76 $7,657 - $8,567
-141 Reduced 1.53%
9,087 $0
Q3 2022

Oct 13, 2022
BUY
$55.81 - $69.25 $15,236 - $18,905
273 Added 3.05%
9,228 $515,000
Q2 2022

Jul 26, 2022
SELL
$55.73 - $76.55 $66,708 - $91,630
-1,197 Reduced 11.79%
8,955 $519,000
Q1 2022

Apr 19, 2022
BUY
$65.63 - $82.62 $666,275 - $838,758
10,152 New
10,152 $760,000
Q2 2021

Jul 23, 2021
SELL
$65.3 - $73.24 $361,109 - $405,017
-5,530 Closed
0 $0
Q4 2020

Jan 11, 2021
SELL
$55.95 - $64.38 $235,157 - $270,589
-4,203 Reduced 43.18%
5,530 $710,000
Q3 2020

Oct 14, 2020
SELL
$51.42 - $61.56 $115,129 - $137,832
-2,239 Reduced 18.7%
9,733 $1.12 Million
Q2 2020

Jul 20, 2020
BUY
$37.99 - $51.32 $80,158 - $108,285
2,110 Added 21.4%
11,972 $1.22 Million
Q1 2020

Apr 16, 2020
BUY
$34.6 - $51.17 $229,017 - $338,694
6,619 Added 204.1%
9,862 $786,000
Q4 2019

Feb 14, 2020
BUY
$40.97 - $46.72 $132,865 - $151,512
3,243 New
3,243 $301,000

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
Track This Portfolio

Track Aprio Wealth Management, LLC Portfolio

Follow Aprio 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 Aprio Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aprio Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email