A detailed history of Code Waechter LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Code Waechter LLC holds 358,865 shares of SCHG stock, worth $10.2 Million. This represents 8.75% of its overall portfolio holdings.

Number of Shares
358,865
Previous 90,529 296.41%
Holding current value
$10.2 Million
Previous $9.43 Million 6.04%
% of portfolio
8.75%
Previous 8.99%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025

BUY
$25.93 - $105.3 $6.96 Million - $28.3 Million
268,336 Added 296.41%
358,865 $10 Million
Q3 2024

Oct 10, 2024

BUY
$92.63 - $105.69 $8.39 Million - $9.57 Million
90,529 New
90,529 $9.43 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 Code Waechter LLC Portfolio

Follow Code Waechter 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 Code Waechter LLC, based on Form 13F filings with the SEC.

News

Stay updated on Code Waechter LLC with notifications on news.