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 914 shares of SCHV stock, worth $24,760. This represents 0.02% of its overall portfolio holdings.

Number of Shares
914
Previous 0 Infinity%
Holding current value
$24,760
Previous $0 Infinity%
% of portfolio
0.02%
Previous 100.0%

Shares

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

Nov 13, 2024
BUY
$73.43 - $80.37 $67,115 - $73,458
914 New
914 $73.5 Million
Q2 2024

Aug 13, 2024
SELL
$71.74 - $75.86 $64,924 - $68,653
-905 Closed
0 $0
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
$59.13 - $69.24 $354 - $415
6 Added 0.69%
881 $58,000
Q3 2022

Nov 15, 2022
BUY
$58.51 - $69.02 $51,196 - $60,392
875 New
875 $51,000
Q2 2022

Aug 15, 2022
SELL
$60.93 - $72.3 $52,765 - $62,611
-866 Closed
0 $0
Q1 2022

May 10, 2022
BUY
$67.71 - $74.19 $270 - $296
4 Added 0.46%
866 $62,000
Q4 2021

Feb 14, 2022
BUY
$67.9 - $73.3 $271 - $293
4 Added 0.47%
862 $63,000
Q3 2021

Nov 15, 2021
BUY
$66.91 - $71.05 $57,408 - $60,960
858 New
858 $58,000
Q2 2020

Aug 06, 2020
SELL
$42.21 - $55.29 $56,097 - $73,480
-1,329 Closed
0 $0
Q1 2020

May 05, 2020
BUY
$38.4 - $61.03 $46,886 - $74,517
1,221 Added 1130.56%
1,329 $59,000
Q4 2019

Feb 14, 2020
BUY
$54.73 - $60.25 $5,910 - $6,507
108 New
108 $6,000

Others Institutions Holding SCHV

# of Institutions
846
Shares Held
171M
Call Options Held
0
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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