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

Baker Tilly Wealth Management, LLC

  • $220 Million
  • Q3 2024

A detailed history of Baker Tilly Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 3,441 shares of SCHG stock, worth $92,838. This represents 0.16% of its overall portfolio holdings.

Number of Shares
3,441
Previous 3,374 1.99%
Holding current value
$92,838
Previous $340,000 5.29%
% of portfolio
0.16%
Previous 0.14%

Shares

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

Oct 24, 2024
BUY
$92.63 - $105.69 $6,206 - $7,081
67 Added 1.99%
3,441 $358,000
Q4 2023

Jan 10, 2024
BUY
$70.08 - $83.37 $236,449 - $281,290
3,374 New
3,374 $279,000

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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