Archetype Wealth Partners Schwab Strategic Tr Us Large C Transaction History

Archetype Wealth Partners

  • $681 Million
  • Q1 2025

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 $442,168. This represents 0.06% of its overall portfolio holdings.

Number of Shares
15,200
Previous 15,200 -0.0%
Holding current value
$442,168
Previous $424,000 10.14%
% 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
1,520
Shares Held
745M
Call Options Held
327K
Put Options Held
193K
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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