A detailed history of Gen Wealth Partners Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Gen Wealth Partners Inc holds 392 shares of SCHG stock, worth $10,258. This represents 0.0% of its overall portfolio holdings.

Number of Shares
392
Previous 345 13.62%
Holding current value
$10,258
Previous $9.21 Million 18.42%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 14, 2025

BUY
$25.93 - $105.3 $1,218 - $4,949
47 Added 13.62%
392 $10.9 Million
Q3 2024

Nov 13, 2024

BUY
$92.63 - $105.69 $25,195 - $28,747
272 Added 372.6%
345 $9.21 Million
Q2 2024

Aug 13, 2024

BUY
$87.04 - $101.61 $870 - $1,016
10 Added 15.87%
73 $7.36 Million
Q1 2024

May 15, 2024

BUY
$80.6 - $93.32 $5,077 - $5,879
63 New
63 $5.87 Million

Others Institutions Holding SCHG

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
Track This Portfolio

Track Gen Wealth Partners Inc Portfolio

Follow Gen Wealth Partners Inc 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 Gen Wealth Partners Inc, based on Form 13F filings with the SEC.

News

Stay updated on Gen Wealth Partners Inc with notifications on news.