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 1,432,925 shares of SCHV stock, worth $37.7 Million. This represents 8.41% of its overall portfolio holdings.

Number of Shares

1,432,925

Previous 1,404,756 2.01%

Holding current value

$37.7 Million

Previous $36.6 Million 2.98%

% of portfolio

8.41%

Previous 8.41%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	BUY	$25.77 - $27.6 $725,915 - $777,464	28,169 Added 2.01%	1,432,925 $37.7 Million
Q4 2024 Jan 15, 2025	BUY	$25.79 - $80.4 $24.5 Million - $76.4 Million	950,042 Added 208.93%	1,404,756 $36.6 Million
Q3 2024 Oct 11, 2024	BUY	$73.43 - $80.37 $1.19 Million - $1.3 Million	16,146 Added 3.68%	454,714 $36.5 Million
Q2 2024 Jul 17, 2024	SELL	$71.74 - $75.86 $231,791 - $245,103	-3,231 Reduced 0.73%	438,568 $32.5 Million
Q1 2024 Apr 11, 2024	BUY	$68.82 - $75.98 $684,277 - $755,469	9,943 Added 2.3%	441,799 $33.6 Million
Q4 2023 Jan 11, 2024	BUY	$61.16 - $70.24 $580,591 - $666,788	9,493 Added 2.25%	431,856 $30.3 Million
Q3 2023 Nov 13, 2023	SELL	$64.45 - $69.39 $550,016 - $592,174	-8,534 Reduced 1.98%	422,363 $27.2 Million
Q2 2023 Jul 13, 2023	BUY	$63.33 - $67.21 $229,824 - $243,905	3,629 Added 0.85%	430,897 $28.9 Million
Q1 2023 Apr 11, 2023	SELL	$62.59 - $69.3 $308,944 - $342,064	-4,936 Reduced 1.14%	427,268 $28 Million
Q4 2022 Jan 19, 2023	SELL	$59.13 - $69.24 $1.11 Million - $1.3 Million	-18,785 Reduced 4.17%	432,204 $0
Q3 2022 Oct 14, 2022	SELL	$58.51 - $69.02 $2.25 Million - $2.66 Million	-38,499 Reduced 7.87%	450,989 $26.4 Million
Q2 2022 Jul 28, 2022	SELL	$60.93 - $72.3 $1.68 Million - $1.99 Million	-27,563 Reduced 5.33%	489,488 $30.6 Million
Q1 2022 May 05, 2022	BUY	$67.71 - $74.19 $83,418 - $91,402	1,232 Added 0.24%	517,051 $36.9 Million
Q4 2021 Feb 10, 2022	SELL	$67.9 - $73.3 $283,075 - $305,587	-4,169 Reduced 0.8%	515,819 $37.8 Million
Q3 2021 Oct 19, 2021	BUY	$66.91 - $71.05 $333,680 - $354,326	4,987 Added 0.97%	519,988 $35.1 Million
Q2 2021 Jul 26, 2021	BUY	$65.81 - $69.75 $806,896 - $855,204	12,261 Added 2.44%	515,001 $35.2 Million
Q1 2021 Apr 26, 2021	BUY	$58.71 - $65.66 $2.54 Million - $2.84 Million	43,320 Added 9.43%	502,740 $32.8 Million
Q4 2020 Jan 14, 2021	BUY	$50.83 - $59.53 $1.78 Million - $2.08 Million	35,016 Added 8.25%	459,420 $27.3 Million
Q3 2020 Oct 19, 2020	BUY	$49.44 - $54.86 $9.79 Million - $10.9 Million	198,075 Added 87.52%	424,404 $22.7 Million
Q2 2020 Jul 16, 2020	BUY	$42.21 - $55.29 $8.49 Million - $11.1 Million	201,177 Added 799.84%	226,329 $11.3 Million
Q1 2020 Apr 20, 2020	BUY	$38.4 - $61.03 $155,827 - $247,659	4,058 Added 19.24%	25,152 $1.11 Million
Q4 2019 Jan 14, 2020	BUY	$54.73 - $60.25 $278,137 - $306,190	5,082 Added 31.74%	21,094 $1.27 Million
Q3 2019 Oct 07, 2019	BUY	$56.56 - $57.5 $388,567 - $395,025	6,870 Added 75.15%	16,012 $908,000
Q2 2019 Jul 10, 2019	BUY	N/A	1,089 Added 13.52%	9,142 $517,000
Q1 2019 Apr 08, 2019	BUY	N/A	1,440 Added 21.78%	8,053 $446,000
Q3 2018 Oct 09, 2018	BUY	N/A	941 Added 16.59%	6,613 $373,000
Q2 2018 Jul 13, 2018	BUY	N/A	5,672 New	5,672 $301,000

Others Institutions Holding SCHV

# of Institutions

893

Shares Held

329M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR US LARGE-C

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