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

Epg Wealth Management LLC

  • $396 Billion
  • Q3 2024

A detailed history of Epg Wealth Management LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Epg Wealth Management LLC holds 457 shares of SCHG stock, worth $12,846. This represents 0.01% of its overall portfolio holdings.

Number of Shares
457
Previous 0 Infinity%
Holding current value
$12,846
Previous $0 Infinity%
% of portfolio
0.01%
Previous 100.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$92.63 - $105.69 $42,331 - $48,300
457 New
457 $47.6 Million
Q2 2024

Aug 13, 2024
SELL
$87.04 - $101.61 $49,264 - $57,511
-566 Closed
0 $0
Q4 2023

Feb 14, 2024
BUY
$70.08 - $83.37 $70 - $83
1 Added 0.18%
566 $46,000
Q2 2023

Aug 15, 2023
BUY
$63.6 - $74.95 $63 - $74
1 Added 0.18%
565 $42,000
Q3 2022

Nov 15, 2022
BUY
$55.81 - $69.25 $31,476 - $39,057
564 New
564 $31,000
Q2 2022

Aug 15, 2022
SELL
$55.73 - $76.55 $59,742 - $82,061
-1,072 Closed
0 $0
Q1 2022

May 10, 2022
BUY
$65.63 - $82.62 $35,177 - $44,284
536 Added 100.0%
1,072 $80,000
Q4 2021

Feb 14, 2022
BUY
$73.11 - $83.4 $73 - $83
1 Added 0.19%
536 $88,000
Q3 2021

Nov 15, 2021
BUY
$73.24 - $78.94 $39,183 - $42,232
535 New
535 $79,000
Q2 2020

Aug 06, 2020
SELL
$37.99 - $51.32 $24,009 - $32,434
-632 Closed
0 $0
Q1 2020

May 05, 2020
BUY
$34.6 - $51.17 $12,179 - $18,011
352 Added 125.71%
632 $50,000
Q4 2019

Feb 14, 2020
BUY
$40.97 - $46.72 $11,471 - $13,081
280 New
280 $26,000

Others Institutions Holding SCHG

# of Institutions
1,315
Shares Held
185M
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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