First Purpose Wealth LLC Schwab Strategic Tr Us Large C Transaction History

First Purpose Wealth LLC

  • $275 Million
  • Q1 2024

A detailed history of First Purpose Wealth LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, First Purpose Wealth LLC holds 3,744 shares of SCHG stock, worth $105,992. This represents 0.13% of its overall portfolio holdings.

Number of Shares
3,744
Previous 2,644 41.6%
Holding current value
$105,992
Previous $219,000 58.45%
% of portfolio
0.13%
Previous 0.09%

Shares

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

Apr 22, 2024
BUY
$80.6 - $93.32 $88,660 - $102,651
1,100 Added 41.6%
3,744 $347,000
Q4 2023

Apr 22, 2024
BUY
$70.08 - $83.37 $185,291 - $220,430
2,644 New
2,644 $219,000

Others Institutions Holding SCHG

# of Institutions
1,314
Shares Held
181M
Call Options Held
140K
Put Options Held
91.5K
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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