Holistic Planning, LLC Schwab Strategic Tr Us Large C Transaction History

Holistic Planning, LLC

  • $276 Billion
  • Q4 2024

A detailed history of Holistic Planning, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Holistic Planning, LLC holds 10,604 shares of SCHG stock, worth $303,168. This represents 0.11% of its overall portfolio holdings.

Number of Shares
10,604
Previous 2,101 404.71%
Holding current value
$303,168
Previous $219 Million 35.02%
% of portfolio
0.11%
Previous 0.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
BUY
$25.93 - $105.3 $220,482 - $895,365
8,503 Added 404.71%
10,604 $296 Million
Q3 2024

Nov 01, 2024
BUY
$92.63 - $105.69 $194,615 - $222,054
2,101 New
2,101 $219 Million

Others Institutions Holding SCHG

# of Institutions
1,389
Shares Held
1.95B
Call Options Held
167K
Put Options Held
96.6K
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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