Concord Wealth Partners Schwab Strategic Tr Us Large C Transaction History

Concord Wealth Partners

  • $591 Million
  • Q3 2024

A detailed history of Concord Wealth Partners transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Concord Wealth Partners holds 14 shares of SCHG stock, worth $383. This represents 0.0% of its overall portfolio holdings.

Number of Shares
14
Previous 14 -0.0%
Holding current value
$383
Previous $1,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Apr 30, 2024
SELL
$80.6 - $93.32 $46,264 - $53,565
-574 Reduced 97.62%
14 $1,000
Q2 2023

Aug 07, 2023
SELL
$63.6 - $74.95 $10,430 - $12,291
-164 Reduced 21.81%
588 $44,000
Q1 2023

Apr 26, 2023
SELL
$54.19 - $65.17 $26,011 - $31,281
-480 Reduced 38.96%
752 $49,000
Q4 2022

Jan 27, 2023
BUY
$54.31 - $60.76 $66,909 - $74,856
1,232 New
1,232 $68,000
Q2 2022

Aug 04, 2022
BUY
$55.73 - $76.55 $32,044 - $44,016
575 Added 28.38%
2,601 $151,000
Q1 2022

Apr 20, 2022
BUY
$65.63 - $82.62 $71,667 - $90,221
1,092 Added 116.92%
2,026 $152,000
Q4 2021

Jan 21, 2022
BUY
$73.11 - $83.4 $46,936 - $53,542
642 Added 219.86%
934 $153,000
Q3 2021

Nov 09, 2021
SELL
$73.24 - $78.94 $952 - $1,026
-13 Reduced 4.26%
292 $43,000
Q2 2021

Jul 29, 2021
SELL
$65.3 - $73.24 $16,847 - $18,895
-258 Reduced 45.83%
305 $45,000
Q1 2021

May 13, 2021
BUY
$61.41 - $68.35 $12,404 - $13,806
202 Added 55.96%
563 $73,000
Q4 2020

Feb 16, 2021
BUY
$55.95 - $64.38 $20,197 - $23,241
361 New
361 $46,000

Others Institutions Holding SCHG

# of Institutions
1,309
Shares Held
181M
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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