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

Epg Wealth Management LLC

$0
Q2 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

1,314

Shares Held

447M

Call Options Held

24.7K

Put Options Held

3.6K

Charles Schwab Investment Management Inc San Francisco, CA

149M
Shares

$10.1 Billion
1.85% of portfolio
Creative Planning Overland Park, KS

28.2M
Shares

$1.91 Billion
1.94% of portfolio
Us Bancorp \De\

14.3M
Shares

$968 Million
1.26% of portfolio
Sei Investments CO Oaks, PA

12.5M
Shares

$847 Million
1.17% of portfolio
Hbk Sorce Advisory LLC Erie, PA

10.6M
Shares

$716 Million
25.33% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

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