Destination Wealth Management Schwab Strategic Tr Us Large C Transaction History

Destination Wealth Management

  • $3 Billion
  • Q2 2024

A detailed history of Destination Wealth Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Destination Wealth Management holds 13,658 shares of SCHG stock, worth $374,229. This represents 0.05% of its overall portfolio holdings.

Number of Shares
13,658
Previous 13,335 2.42%
Holding current value
$374,229
Previous $1.24 Million 11.41%
% of portfolio
0.05%
Previous 0.04%

Shares

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

Jul 24, 2024
BUY
$87.04 - $101.61 $28,113 - $32,820
323 Added 2.42%
13,658 $1.38 Million
Q1 2024

May 14, 2024
BUY
$80.6 - $93.32 $423,311 - $490,116
5,252 Added 64.98%
13,335 $1.24 Million
Q4 2023

Feb 13, 2024
BUY
$70.08 - $83.37 $97,341 - $115,800
1,389 Added 20.75%
8,083 $670,000
Q3 2023

Nov 14, 2023
SELL
$71.99 - $78.02 $23,900 - $25,902
-332 Reduced 4.73%
6,694 $486,000
Q2 2023

Aug 11, 2023
SELL
$63.6 - $74.95 $954 - $1,124
-15 Reduced 0.21%
7,026 $526,000
Q1 2023

May 05, 2023
SELL
$54.19 - $65.17 $51,480 - $61,911
-950 Reduced 11.89%
7,041 $458,000
Q4 2022

Feb 10, 2023
SELL
$54.31 - $60.76 $167,600 - $187,505
-3,086 Reduced 27.86%
7,991 $443,000
Q3 2022

Nov 10, 2022
BUY
$55.81 - $69.25 $221,900 - $275,338
3,976 Added 55.99%
11,077 $618,000
Q2 2022

Jul 29, 2022
BUY
$55.73 - $76.55 $51,271 - $70,426
920 Added 14.88%
7,101 $412,000
Q1 2022

May 12, 2022
BUY
$65.63 - $82.62 $191,967 - $241,663
2,925 Added 89.83%
6,181 $462,000
Q4 2021

Feb 04, 2022
SELL
$73.11 - $83.4 $13,817 - $15,762
-189 Reduced 5.49%
3,256 $533,000
Q3 2021

Oct 25, 2021
BUY
$73.24 - $78.94 $3,808 - $4,104
52 Added 1.53%
3,445 $510,000
Q2 2021

Aug 13, 2021
SELL
$65.3 - $73.24 $18,937 - $21,239
-290 Reduced 7.87%
3,393 $495,000
Q1 2021

May 05, 2021
BUY
$61.41 - $68.35 $12,159 - $13,533
198 Added 5.68%
3,683 $478,000
Q4 2020

Feb 11, 2021
SELL
$55.95 - $64.38 $4,531 - $5,214
-81 Reduced 2.27%
3,485 $447,000
Q3 2020

Nov 12, 2020
SELL
$51.42 - $61.56 $6,067 - $7,264
-118 Reduced 3.2%
3,566 $411,000
Q2 2020

Aug 14, 2020
SELL
$37.99 - $51.32 $16,525 - $22,324
-435 Reduced 10.56%
3,684 $374,000
Q1 2020

May 13, 2020
SELL
$34.6 - $51.17 $7,854 - $11,615
-227 Reduced 5.22%
4,119 $328,000
Q4 2019

Feb 12, 2020
SELL
$40.97 - $46.72 $901 - $1,027
-22 Reduced 0.5%
4,346 $404,000
Q3 2019

Nov 13, 2019
SELL
$41.7 - $42.86 $29,773 - $30,602
-714 Reduced 14.05%
4,368 $367,000
Q2 2019

Jul 19, 2019
SELL
N/A
-278 Reduced 5.19%
5,082 $423,000
Q1 2019

May 01, 2019
BUY
N/A
637 Added 13.49%
5,360 $426,000
Q4 2018

Feb 05, 2019
SELL
N/A
-803 Reduced 14.53%
4,723 $326,000
Q3 2018

Nov 07, 2018
SELL
N/A
-151 Reduced 2.66%
5,526 $453,000
Q2 2018

Jul 31, 2018
SELL
N/A
-50,712 Reduced 89.93%
5,677 $430,000
Q1 2018

Apr 05, 2018
BUY
N/A
49,736 Added 747.57%
56,389 $4.26 Million
Q4 2017

Feb 09, 2018
BUY
N/A
42 Added 0.64%
6,653 $470,000
Q3 2017

Nov 09, 2017
SELL
N/A
-1,506 Reduced 18.55%
6,611 $437,000
Q2 2017

Aug 11, 2017
BUY
N/A
8,117
8,117 $513,000

Others Institutions Holding SCHG

# of Institutions
1,310
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
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