Brickley Wealth Management Schwab Strategic Tr Us Large C Transaction History

Brickley Wealth Management

  • $436 Million
  • Q1 2024

A detailed history of Brickley Wealth Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Brickley Wealth Management holds 2,509 shares of SCHG stock, worth $262,165. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,509
Previous 2,681 6.42%
Holding current value
$262,165
Previous $222,000 4.5%
% of portfolio
0.05%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 19, 2024
SELL
$80.6 - $93.32 $13,863 - $16,051
-172 Reduced 6.42%
2,509 $232,000
Q4 2023

Jan 24, 2024
SELL
$70.08 - $83.37 $7,778 - $9,254
-111 Reduced 3.98%
2,681 $222,000
Q3 2023

Oct 27, 2023
BUY
$71.99 - $78.02 $2,303 - $2,496
32 Added 1.16%
2,792 $203,000
Q2 2023

Jul 11, 2023
BUY
$63.6 - $74.95 $175,536 - $206,862
2,760 New
2,760 $206,000

Others Institutions Holding SCHG

# of Institutions
1,188
Shares Held
165M
Call Options Held
148K
Put Options Held
24.3K
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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