Global Wealth Strategies & Associates Schwab Strategic Tr Us Large C Transaction History

Global Wealth Strategies & Associates

  • $330 Billion
  • Q1 2025

A detailed history of Global Wealth Strategies & Associates transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Global Wealth Strategies & Associates holds 5,820 shares of SCHG stock, worth $160,399. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,820
Previous 5,784 0.62%
Holding current value
$160,399
Previous $161 Million 9.59%
% of portfolio
0.04%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 02, 2025
BUY
$24.91 - $29.02 $896 - $1,044
36 Added 0.62%
5,820 $146 Million
Q4 2024

Jan 02, 2025
BUY
$25.93 - $105.3 $112,484 - $456,791
4,338 Added 300.0%
5,784 $161 Million
Q4 2022

Jan 17, 2023
BUY
$54.31 - $60.76 $78,532 - $87,858
1,446 New
1,446 $80.3 Million

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

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
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