Brass Tax Wealth Management, Inc Schwab Strategic Tr Us Large C Transaction History

Brass Tax Wealth Management, Inc

  • $252 Million
  • Q3 2024

A detailed history of Brass Tax Wealth Management, Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 42,706 shares of SCHG stock, worth $1.21 Million. This represents 1.77% of its overall portfolio holdings.

Number of Shares
42,706
Previous 37,264 14.6%
Holding current value
$1.21 Million
Previous $3.76 Billion 99.88%
% of portfolio
1.77%
Previous 1.62%

Shares

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

Dec 12, 2024
BUY
$92.63 - $105.69 $504,092 - $575,164
5,442 Added 14.6%
42,706 $4.45 Million
Q2 2024

Dec 12, 2024
BUY
$87.04 - $101.61 $3.24 Million - $3.79 Million
37,264 New
37,264 $3.76 Billion
Q1 2024

Jul 31, 2024
BUY
$80.6 - $93.32 $1.54 Million - $1.79 Million
19,132 New
19,132 $1.77 Billion

Others Institutions Holding SCHG

# of Institutions
1,331
Shares Held
1.79B
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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