Domani Wealth, LLC Schwab Strategic Tr Us Large C Transaction History

Domani Wealth, LLC

  • $431 Million
  • Q1 2023

A detailed history of Domani Wealth, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Domani Wealth, LLC holds 8,435 shares of SCHG stock, worth $229,178. This represents 0.13% of its overall portfolio holdings.

Number of Shares
8,435
Previous 8,800 4.15%
Holding current value
$229,178
Previous $488,000 12.5%
% of portfolio
0.13%
Previous 0.12%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 18, 2023
SELL
$54.19 - $65.17 $19,779 - $23,787
-365 Reduced 4.15%
8,435 $549,000
Q1 2022

Apr 15, 2022
BUY
$65.63 - $82.62 $288,772 - $363,528
4,400 Added 100.0%
8,800 $658,000
Q4 2021

Jan 18, 2022
BUY
$73.11 - $83.4 $73 - $83
1 Added 0.02%
4,400 $721,000
Q2 2021

Jul 22, 2021
SELL
$65.3 - $73.24 $7,574 - $8,495
-116 Reduced 2.57%
4,399 $642,000
Q1 2021

Apr 12, 2021
SELL
$61.41 - $68.35 $24,809 - $27,613
-404 Reduced 8.21%
4,515 $586,000
Q4 2020

Jan 21, 2021
SELL
$55.95 - $64.38 $13,148 - $15,129
-235 Reduced 4.56%
4,919 $632,000
Q3 2020

Oct 13, 2020
BUY
$51.42 - $61.56 $102 - $123
2 Added 0.04%
5,154 $594,000
Q2 2020

Jul 24, 2020
BUY
$37.99 - $51.32 $37 - $51
1 Added 0.02%
5,152 $523,000
Q1 2020

Apr 10, 2020
SELL
$34.6 - $51.17 $106,118 - $156,938
-3,067 Reduced 37.32%
5,151 $410,000
Q4 2019

Jan 27, 2020
BUY
$40.97 - $46.72 $46,337 - $52,840
1,131 Added 15.96%
8,218 $764,000
Q3 2019

Oct 11, 2019
BUY
$41.7 - $42.86 $58,505 - $60,132
1,403 Added 24.68%
7,087 $595,000
Q2 2019

Jul 17, 2019
BUY
N/A
338 Added 6.32%
5,684 $473,000
Q1 2019

Apr 24, 2019
SELL
N/A
-1,473 Reduced 21.6%
5,346 $425,000
Q4 2018

Jan 25, 2019
BUY
N/A
2,575 Added 60.67%
6,819 $470,000
Q3 2018

Nov 09, 2018
SELL
N/A
-100 Reduced 2.3%
4,244 $348,000
Q2 2018

Aug 03, 2018
SELL
N/A
-187 Reduced 4.13%
4,344 $329,000
Q1 2018

Apr 17, 2018
BUY
N/A
167 Added 3.83%
4,531 $325,000
Q4 2017

Feb 12, 2018
SELL
N/A
-438 Reduced 9.12%
4,364 $309,000
Q3 2017

Nov 02, 2017
BUY
N/A
5 Added 0.1%
4,802 $317,000
Q2 2017

Aug 11, 2017
BUY
N/A
4,797
4,797 $303,000

Others Institutions Holding SCHG

# of Institutions
1,498
Shares Held
739M
Call Options Held
327K
Put Options Held
193K
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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