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

Gerber Kawasaki Wealth & Investment Management

$2.21 Billion
Q1 2025

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 27,190 shares of SCHG stock, worth $826,304. This represents 0.03% of its overall portfolio holdings.

Number of Shares

27,190

Previous 22,038 23.38%

Holding current value

$826,304

Previous $614,000 10.75%

% of portfolio

0.03%

Previous 0.03%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$24.91 - $29.02 $128,336 - $149,511	5,152 Added 23.38%	27,190 $680,000
Q4 2024 Feb 14, 2025	BUY	$25.93 - $105.3 $416,695 - $1.69 Million	16,070 Added 269.27%	22,038 $614,000
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

1,584

Shares Held

803M

Call Options Held

298K

Put Options Held

193K

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About SCHWAB STRATEGIC TR US LARGE-C

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