A detailed history of Catalytic Wealth Ria, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Catalytic Wealth Ria, LLC holds 5,250 shares of SCHG stock, worth $141,645. This represents 0.1% of its overall portfolio holdings.

Number of Shares
5,250
Previous 2,362 122.27%
Holding current value
$141,645
Previous $238 Million 129.63%
% of portfolio
0.1%
Previous 0.05%

Shares

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

Nov 04, 2024

BUY
$92.63 - $105.69 $267,515 - $305,232
2,888 Added 122.27%
5,250 $547 Million
Q2 2024

Jul 31, 2024

BUY
$87.04 - $101.61 $205,588 - $240,002
2,362 New
2,362 $238 Million

Others Institutions Holding SCHG

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
Track This Portfolio

Track Catalytic Wealth Ria, LLC Portfolio

Follow Catalytic Wealth Ria, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Catalytic Wealth Ria, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Catalytic Wealth Ria, LLC with notifications on news.