Bip Wealth, LLC Schwab Strategic Tr Us Large C Transaction History

Bip Wealth, LLC

$1.53 Trillion
Q1 2025

A detailed history of Bip Wealth, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Bip Wealth, LLC holds 20,944 shares of SCHG stock, worth $578,263. This represents 0.03% of its overall portfolio holdings.

Number of Shares

20,944

Previous 20,561 1.86%

Holding current value

$578,263

Previous $573 Million 8.48%

% of portfolio

0.03%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	BUY	$24.91 - $29.02 $9,540 - $11,114	383 Added 1.86%	20,944 $524 Million
Q4 2024 Feb 14, 2025	BUY	$25.93 - $105.3 $421,518 - $1.71 Million	16,256 Added 377.61%	20,561 $573 Million
Q3 2024 Nov 07, 2024	BUY	$92.63 - $105.69 $80,680 - $92,055	871 Added 25.36%	4,305 $449 Million
Q2 2024 Aug 08, 2024	BUY	$87.04 - $101.61 $5,570 - $6,503	64 Added 1.9%	3,434 $346 Million
Q1 2024 May 08, 2024	SELL	$80.6 - $93.32 $52,712 - $61,031	-654 Reduced 16.25%	3,370 $312 Million
Q3 2023 Nov 09, 2023	BUY	$71.99 - $78.02 $76,741 - $83,169	1,066 Added 36.04%	4,024 $293 Million
Q2 2023 Jul 27, 2023	SELL	$63.6 - $74.95 $23,913 - $28,181	-376 Reduced 11.28%	2,958 $222 Million
Q1 2023 May 10, 2023	BUY	$54.19 - $65.17 $180,669 - $217,276	3,334 New	3,334 $217 Million

Others Institutions Holding SCHG

# of Institutions

1,498

Shares Held

739M

Call Options Held

327K

Put Options Held

193K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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