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 26 shares of SCHX stock, worth $603. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 0 Infinity%

Holding current value

$603

Previous $0 Infinity%

% of portfolio

0.0%

Previous 100.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$61.11 - $67.85 $1,588 - $1,764	26 New	26 $1.77 Million
Q2 2024 Aug 13, 2024	SELL	$58.7 - $64.78 $1,526 - $1,684	-26 Closed	0 $0
Q2 2023 Aug 15, 2023	SELL	$47.67 - $52.37 $7,817 - $8,588	-164 Reduced 86.32%	26 $1,000
Q1 2023 May 15, 2023	BUY	$44.78 - $49.41 $44 - $49	1 Added 0.53%	190 $9,000
Q3 2022 Nov 15, 2022	BUY	$42.35 - $51.01 $8,004 - $9,640	189 New	189 $8,000
Q2 2022 Aug 15, 2022	SELL	$43.35 - $54.51 $8,193 - $10,302	-189 Closed	0 $0
Q1 2022 May 10, 2022	BUY	$49.51 - $57.27 $8,713 - $10,079	176 Added 1353.85%	189 $10,000
Q4 2021 Feb 14, 2022	BUY	$51.9 - $57.29 $51 - $57	1 Added 8.33%	13 $1,000
Q3 2021 Nov 15, 2021	BUY	$51.52 - $54.94 $618 - $659	12 New	12 $1,000
Q2 2020 Aug 06, 2020	SELL	$29.25 - $38.76 $351 - $465	-12 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$34.42 - $38.54 $413 - $462	12 New	12 $1,000

Others Institutions Holding SCHX

# of Institutions

1,349

Shares Held

348M

Call Options Held

34.3K

Put Options Held

1.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
Sector ETFs
Industry ETFs

More about SCHX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Epg Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Epg Wealth Management LLC with notifications on news.

Account

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