Gerber Kawasaki Wealth & Investment Management Schwab Strategic Tr Us Large C Transaction History

Gerber Kawasaki Wealth & Investment Management

  • $2.16 Billion
  • Q3 2024

A detailed history of Gerber Kawasaki Wealth & Investment Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Gerber Kawasaki Wealth & Investment Management holds 5,968 shares of SCHG stock, worth $168,834. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,968
Previous 5,648 5.67%
Holding current value
$168,834
Previous $569,000 9.14%
% of portfolio
0.03%
Previous 0.03%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$92.63 - $105.69 $29,641 - $33,820
320 Added 5.67%
5,968 $621,000
Q1 2024

May 13, 2024
BUY
$80.6 - $93.32 $564 - $653
7 Added 0.12%
5,648 $523,000
Q4 2023

Feb 12, 2024
BUY
$70.08 - $83.37 $490 - $583
7 Added 0.12%
5,641 $467,000
Q3 2023

Nov 14, 2023
SELL
$71.99 - $78.02 $157,370 - $170,551
-2,186 Reduced 27.95%
5,634 $409,000
Q2 2023

Aug 10, 2023
BUY
$63.6 - $74.95 $97,562 - $114,973
1,534 Added 24.4%
7,820 $586,000
Q4 2022

Feb 08, 2023
BUY
$54.31 - $60.76 $108,620 - $121,520
2,000 Added 46.66%
6,286 $349,000
Q3 2022

Nov 14, 2022
BUY
$55.81 - $69.25 $1,339 - $1,662
24 Added 0.56%
4,286 $239,000
Q2 2022

Aug 04, 2022
BUY
$55.73 - $76.55 $334 - $459
6 Added 0.14%
4,262 $247,000
Q1 2022

May 12, 2022
BUY
$65.63 - $82.62 $139,660 - $175,815
2,128 Added 100.0%
4,256 $318,000
Q4 2021

Feb 11, 2022
BUY
$73.11 - $83.4 $22,298 - $25,437
305 Added 16.73%
2,128 $348,000
Q3 2021

Nov 15, 2021
BUY
$73.24 - $78.94 $133,516 - $143,907
1,823 New
1,823 $269,000

Others Institutions Holding SCHG

# of Institutions
1,331
Shares Held
1.79B
Call Options Held
140K
Put Options Held
91.5K
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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