Great Waters Wealth Management Schwab Strategic Tr Us Large C Transaction History

Great Waters Wealth Management

  • $742 Billion
  • Q3 2024

A detailed history of Great Waters Wealth Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Great Waters Wealth Management holds 16,017 shares of SCHG stock, worth $453,441. This represents 0.23% of its overall portfolio holdings.

Number of Shares
16,017
Previous 16,559 3.27%
Holding current value
$453,441
Previous $1.67 Billion 0.07%
% of portfolio
0.23%
Previous 0.26%

Shares

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

Oct 04, 2024
SELL
$92.63 - $105.69 $50,205 - $57,283
-542 Reduced 3.27%
16,017 $1.67 Billion
Q2 2024

Jul 08, 2024
SELL
$87.04 - $101.61 $51,092 - $59,645
-587 Reduced 3.42%
16,559 $1.67 Billion
Q1 2024

Apr 08, 2024
SELL
$80.6 - $93.32 $23,857 - $27,622
-296 Reduced 1.7%
17,146 $1.59 Billion
Q4 2023

Jan 19, 2024
SELL
$70.08 - $83.37 $253,269 - $301,299
-3,614 Reduced 17.16%
17,442 $1.41 Billion
Q3 2023

Oct 11, 2023
SELL
$71.99 - $78.02 $59,679 - $64,678
-829 Reduced 3.79%
21,056 $1.57 Billion
Q2 2023

Jul 07, 2023
SELL
$63.6 - $74.95 $89,040 - $104,930
-1,400 Reduced 6.01%
21,885 $1.64 Billion
Q1 2023

Apr 25, 2023
SELL
$54.19 - $65.17 $55,273 - $66,473
-1,020 Reduced 4.2%
23,285 $1.51 Billion
Q4 2022

Feb 03, 2023
BUY
$54.31 - $60.76 $1.32 Million - $1.48 Million
24,305 New
24,305 $1.45 Billion

Others Institutions Holding SCHG

# of Institutions
1,314
Shares Held
181M
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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