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 $113,780. This represents 0.13% of its overall portfolio holdings.

Number of Shares
3,744
Previous 2,644 41.6%
Holding current value
$113,780
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
1,577
Shares Held
766M
Call Options Held
298K
Put Options Held
193K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
Track This Portfolio

Track First Purpose Wealth LLC Portfolio

Follow First Purpose Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on First Purpose Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email