Gen Wealth Group, Inc. Schwab Strategic Tr Us Large C Transaction History

Gen Wealth Group, Inc.

$448 Million
Q1 2025

A detailed history of Gen Wealth Group, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Gen Wealth Group, Inc. holds 117,884 shares of SCHG stock, worth $3.25 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares

117,884

Previous 115,246 2.29%

Holding current value

$3.25 Million

Previous $3.21 Million 8.16%

% of portfolio

0.66%

Previous 0.74%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	BUY	$24.91 - $29.02 $65,712 - $76,554	2,638 Added 2.29%	117,884 $2.95 Million
Q4 2024 Jan 15, 2025	BUY	$25.93 - $105.3 $2.2 Million - $8.91 Million	84,655 Added 276.73%	115,246 $3.21 Million
Q3 2024 Oct 11, 2024	SELL	$92.63 - $105.69 $130,145 - $148,494	-1,405 Reduced 4.39%	30,591 $3.19 Million
Q2 2024 Jul 17, 2024	BUY	$87.04 - $101.61 $118,983 - $138,900	1,367 Added 4.46%	31,996 $3.23 Million
Q1 2024 Apr 11, 2024	BUY	$80.6 - $93.32 $141,775 - $164,149	1,759 Added 6.09%	30,629 $2.84 Million
Q4 2023 Jan 11, 2024	SELL	$70.08 - $83.37 $110,586 - $131,557	-1,578 Reduced 5.18%	28,870 $2.4 Million
Q3 2023 Nov 13, 2023	SELL	$71.99 - $78.02 $97,402 - $105,561	-1,353 Reduced 4.25%	30,448 $2.21 Million
Q2 2023 Jul 13, 2023	BUY	$63.6 - $74.95 $117,787 - $138,807	1,852 Added 6.18%	31,801 $2.38 Million
Q1 2023 Apr 11, 2023	BUY	$54.19 - $65.17 $63,564 - $76,444	1,173 Added 4.08%	29,949 $1.95 Million
Q3 2022 Oct 14, 2022	SELL	$55.81 - $69.25 $72,887 - $90,440	-1,306 Reduced 4.34%	28,776 $1.61 Million
Q2 2022 Jul 28, 2022	SELL	$55.73 - $76.55 $28,087 - $38,581	-504 Reduced 1.65%	30,082 $1.74 Million
Q1 2022 May 05, 2022	BUY	$65.63 - $82.62 $1.06 Million - $1.34 Million	16,173 Added 112.21%	30,586 $2.29 Million
Q4 2021 Feb 10, 2022	SELL	$73.11 - $83.4 $5,410 - $6,171	-74 Reduced 0.51%	14,413 $2.36 Million
Q3 2021 Oct 19, 2021	BUY	$73.24 - $78.94 $35,741 - $38,522	488 Added 3.49%	14,487 $2.15 Million
Q2 2021 Jul 26, 2021	SELL	$65.3 - $73.24 $24,814 - $27,831	-380 Reduced 2.64%	13,999 $2.04 Million
Q1 2021 Apr 26, 2021	BUY	$61.41 - $68.35 $93,773 - $104,370	1,527 Added 11.88%	14,379 $1.87 Million
Q4 2020 Jan 14, 2021	SELL	$55.95 - $64.38 $13,875 - $15,966	-248 Reduced 1.89%	12,852 $1.65 Million
Q3 2020 Oct 19, 2020	BUY	$51.42 - $61.56 $30,183 - $36,135	587 Added 4.69%	13,100 $1.53 Million
Q2 2020 Jul 16, 2020	BUY	$37.99 - $51.32 $93,037 - $125,682	2,449 Added 24.33%	12,513 $1.29 Million
Q1 2020 Apr 20, 2020	SELL	$34.6 - $51.17 $33,354 - $49,327	-964 Reduced 8.74%	10,064 $801,000
Q4 2019 Jan 14, 2020	BUY	$40.97 - $46.72 $137,905 - $157,259	3,366 Added 43.93%	11,028 $1.02 Million
Q3 2019 Oct 07, 2019	BUY	$41.7 - $42.86 $155,707 - $160,039	3,734 Added 95.06%	7,662 $643,000
Q2 2019 Jul 10, 2019	BUY	N/A	1,407 Added 55.81%	3,928 $330,000
Q1 2019 Apr 08, 2019	BUY	N/A	2,521 New	2,521 $202,000
Q4 2018 Jan 11, 2019	SELL	N/A	-2,521 Closed	0 $0
Q3 2018 Oct 09, 2018	BUY	N/A	2,521 New	2,521 $206,000

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

Ticker SCHG
Sector ETFs
Industry ETFs

More about SCHG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Gen Wealth Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Gen Wealth Group, Inc. with notifications on news.

Account

Gen Wealth Group, Inc. Schwab Strategic Tr Us Large C Transaction History