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

Fonville Wealth Management LLC

  • $303 Billion
  • Q4 2024

A detailed history of Fonville Wealth Management LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Fonville Wealth Management LLC holds 7,660 shares of SCHG stock, worth $217,697. This represents 0.07% of its overall portfolio holdings.

Number of Shares
7,660
Previous 1,988 285.31%
Holding current value
$217,697
Previous $207 Million 3.08%
% of portfolio
0.07%
Previous 0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
BUY
$25.93 - $105.3 $147,074 - $597,261
5,672 Added 285.31%
7,660 $213 Million
Q3 2024

Oct 28, 2024
SELL
$92.63 - $105.69 $19,544 - $22,300
-211 Reduced 9.6%
1,988 $207 Million
Q2 2024

Jul 30, 2024
SELL
$87.04 - $101.61 $3,133 - $3,657
-36 Reduced 1.61%
2,199 $222 Million
Q1 2024

Apr 26, 2024
BUY
$80.6 - $93.32 $180,141 - $208,570
2,235 New
2,235 $207 Million

Others Institutions Holding SCHG

# of Institutions
1,414
Shares Held
2.05B
Call Options Held
167K
Put Options Held
96.6K
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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