Archetype Wealth Partners Schwab Strategic Tr Us Large C Transaction History

Archetype Wealth Partners

  • $686 Million
  • Q4 2024

A detailed history of Archetype Wealth Partners transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Archetype Wealth Partners holds 15,200 shares of SCHG stock, worth $439,432. This represents 0.06% of its overall portfolio holdings.

Number of Shares
15,200
Previous 3,800 300.0%
Holding current value
$439,432
Previous $396,000 7.07%
% of portfolio
0.06%
Previous 0.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$25.93 - $105.3 $295,602 - $1.2 Million
11,400 Added 300.0%
15,200 $424,000
Q2 2022

Aug 15, 2022
SELL
$55.73 - $76.55 $55,730 - $76,550
-1,000 Reduced 20.83%
3,800 $220,000
Q1 2022

May 12, 2022
BUY
$65.63 - $82.62 $144,057 - $181,350
2,195 Added 84.26%
4,800 $359,000
Q3 2020

Oct 15, 2020
SELL
$51.42 - $61.56 $6,427 - $7,695
-125 Reduced 4.58%
2,605 $300,000
Q2 2020

Aug 13, 2020
BUY
$37.99 - $51.32 $103,712 - $140,103
2,730 New
2,730 $277,000

Others Institutions Holding SCHG

# of Institutions
1,459
Shares Held
2.26B
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 Archetype Wealth Partners Portfolio

Follow Archetype Wealth Partners 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 Archetype Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Archetype Wealth Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email