Curi Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History

Curi Wealth Management, LLC

  • $0
  • Q1 2024

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 08, 2024
SELL
$70.08 - $83.37 $2.75 Million - $3.28 Million
-39,285 Reduced 50.88%
37,919 $3.15 Million
Q3 2023

Nov 06, 2023
BUY
$71.99 - $78.02 $456,416 - $494,646
6,340 Added 8.95%
77,204 $5.61 Million
Q2 2023

Jul 31, 2023
BUY
$63.6 - $74.95 $1.41 Million - $1.66 Million
22,154 Added 45.48%
70,864 $5.31 Million
Q1 2023

May 03, 2023
BUY
$54.19 - $65.17 $238,002 - $286,226
4,392 Added 9.91%
48,710 $3.17 Million
Q4 2022

Feb 03, 2023
BUY
$54.31 - $60.76 $348,996 - $390,443
6,426 Added 16.96%
44,318 $2.46 Million
Q3 2022

Nov 08, 2022
BUY
$55.81 - $69.25 $2.02 Million - $2.51 Million
36,182 Added 2115.91%
37,892 $2.12 Million
Q1 2022

May 06, 2022
BUY
$65.63 - $82.62 $56,113 - $70,640
855 Added 100.0%
1,710 $127,000
Q4 2021

Feb 09, 2022
BUY
$73.11 - $83.4 $62,509 - $71,307
855 New
855 $140,000
Q1 2021

Apr 29, 2021
SELL
$61.41 - $68.35 $52,689 - $58,644
-858 Closed
0 $0
Q4 2020

Mar 19, 2021
BUY
$55.95 - $64.38 $48,005 - $55,238
858 New
858 $110,000

Others Institutions Holding SCHG

# of Institutions
1,448
Shares Held
2.24B
Call Options Held
264K
Put Options Held
98K
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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