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

Epg Wealth Management LLC

  • $401 Million
  • Q1 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 905 shares of SCHV stock, worth $66,933. This represents 0.02% of its overall portfolio holdings.

Number of Shares
905
Previous 901 0.44%
Holding current value
$66,933
Previous $63,000 7.94%
% of portfolio
0.02%
Previous 0.02%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
BUY
$68.82 - $75.98 $275 - $303
4 Added 0.44%
905 $68,000
Q4 2023

Feb 14, 2024
BUY
$61.16 - $70.24 $366 - $421
6 Added 0.67%
901 $63,000
Q3 2023

Nov 13, 2023
BUY
$64.45 - $69.39 $322 - $346
5 Added 0.56%
895 $57,000
Q2 2023

Aug 15, 2023
BUY
$63.33 - $67.21 $253 - $268
4 Added 0.45%
890 $59,000
Q1 2023

May 15, 2023
BUY
$62.59 - $69.3 $312 - $346
5 Added 0.57%
886 $58,000
Q4 2022

Feb 14, 2023
BUY
$64.27 - $69.24 $385 - $415
6 Added 0.69%
881 $58,000
Q3 2022

Nov 15, 2022
BUY
N/A
875 New
875 $51,000
Q2 2022

Aug 15, 2022
SELL
N/A
-866 Closed
0 $0
Q1 2022

May 10, 2022
BUY
N/A
4 Added 0.46%
866 $62,000
Q4 2021

Feb 14, 2022
BUY
N/A
4 Added 0.47%
862 $63,000
Q3 2021

Nov 15, 2021
BUY
N/A
858 New
858 $58,000
Q2 2020

Aug 06, 2020
SELL
N/A
-1,329 Closed
0 $0
Q1 2020

May 05, 2020
BUY
N/A
1,221 Added 1130.56%
1,329 $59,000
Q4 2019

Feb 14, 2020
BUY
N/A
108 New
108 $6,000

Others Institutions Holding SCHV

# of Institutions
787
Shares Held
102M
Call Options Held
9.1K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHV Quotes by TradingView
  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
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