Ferguson Wellman Capital Management, Inc Schwab Strategic Tr Us Large C Transaction History

Ferguson Wellman Capital Management, Inc

  • $4.81 Billion
  • Q1 2024

A detailed history of Ferguson Wellman Capital Management, Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Ferguson Wellman Capital Management, Inc holds 11,306 shares of SCHG stock, worth $1.14 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
11,306
Previous 7,386 53.07%
Holding current value
$1.14 Million
Previous $612,000 71.24%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Apr 09, 2024
BUY
$80.6 - $93.32 $315,952 - $365,814
3,920 Added 53.07%
11,306 $1.05 Million
Q3 2022

Oct 17, 2022
BUY
N/A
3,600 Added 95.09%
7,386 $412,000
Q1 2022

Apr 14, 2022
BUY
N/A
1,977 Added 109.29%
3,786 $283,000
Q4 2021

Jan 10, 2022
BUY
N/A
1,809 New
1,809 $296,000

Others Institutions Holding SCHG

# of Institutions
1,185
Shares Held
165M
Call Options Held
148K
Put Options Held
24.3K
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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