Fourth Dimension Wealth, LLC Schwab Strategic Tr Us Large C Transaction History

Fourth Dimension Wealth, LLC

  • $237 Billion
  • Q2 2025

A detailed history of Fourth Dimension Wealth, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Fourth Dimension Wealth, LLC holds 9,530 shares of SCHG stock, worth $302,482. This represents 0.12% of its overall portfolio holdings.

Number of Shares
9,530
Previous 9,711 1.86%
Holding current value
$302,482
Previous $243 Million 14.48%
% of portfolio
0.12%
Previous 0.12%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
SELL
$22.27 - $29.21 $4,030 - $5,287
-181 Reduced 1.86%
9,530 $278 Million
Q1 2025

Apr 23, 2025
BUY
$24.91 - $29.02 $373 - $435
15 Added 0.15%
9,711 $243 Million
Q4 2024

Feb 18, 2025
BUY
$25.93 - $105.3 $251,417 - $1.02 Million
9,696 New
9,696 $270 Million

Others Institutions Holding SCHG

# of Institutions
1,636
Shares Held
832M
Call Options Held
606K
Put Options Held
163K
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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