Forth Right Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History

Forth Right Wealth Management, LLC

  • $286 Million
  • Q1 2025

A detailed history of Forth Right Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Forth Right Wealth Management, LLC holds 9,122 shares of SCHG stock, worth $251,402. This represents 0.08% of its overall portfolio holdings.

Number of Shares
9,122
Previous 8,372 8.96%
Holding current value
$251,402
Previous $233,000 2.15%
% of portfolio
0.08%
Previous 0.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 15, 2025
BUY
$24.91 - $29.02 $18,682 - $21,765
750 Added 8.96%
9,122 $228,000
Q4 2024

Jan 17, 2025
BUY
$25.93 - $105.3 $162,814 - $661,178
6,279 Added 300.0%
8,372 $233,000
Q2 2024

Jul 12, 2024
BUY
$87.04 - $101.61 $182,174 - $212,669
2,093 New
2,093 $211,000

Others Institutions Holding SCHG

# of Institutions
1,498
Shares Held
739M
Call Options Held
327K
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
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