Congress Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History

Congress Wealth Management LLC

  • $6.12 Billion
  • Q2 2024

A detailed history of Congress Wealth Management LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Congress Wealth Management LLC holds 33,404 shares of SCHG stock, worth $3.45 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
33,404
Previous 30,768 8.57%
Holding current value
$3.45 Million
Previous $2.85 Million 18.09%
% of portfolio
0.06%
Previous 0.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
BUY
$87.04 - $101.61 $229,437 - $267,843
2,636 Added 8.57%
33,404 $3.37 Million
Q1 2024

Apr 18, 2024
BUY
$80.6 - $93.32 $10,397 - $12,038
129 Added 0.42%
30,768 $2.85 Million
Q4 2023

Feb 09, 2024
BUY
$70.08 - $83.37 $74,214 - $88,288
1,059 Added 3.58%
30,639 $2.54 Million
Q3 2023

Oct 30, 2023
BUY
$71.99 - $78.02 $2.13 Million - $2.31 Million
29,580 New
29,580 $2.15 Million
Q1 2022

May 16, 2022
SELL
$65.63 - $82.62 $135,329 - $170,362
-2,062 Closed
0 $0
Q4 2021

Feb 04, 2022
BUY
$73.11 - $83.4 $150,752 - $171,970
2,062 New
2,062 $338,000

Others Institutions Holding SCHG

# of Institutions
1,256
Shares Held
169M
Call Options Held
87.2K
Put Options Held
25.8K
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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