A detailed history of Icapital Wealth LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Icapital Wealth LLC holds 3,430 shares of SCHG stock, worth $95,148. This represents 0.2% of its overall portfolio holdings.

Number of Shares
3,430
Previous 3,430 -0.0%
Holding current value
$95,148
Previous $345,000 3.48%
% of portfolio
0.2%
Previous 0.19%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 15, 2023

BUY
$54.19 - $65.17 $185,871 - $223,533
3,430 New
3,430 $223,000
Q2 2022

Aug 11, 2022

SELL
$55.73 - $76.55 $20,731 - $28,476
-372 Closed
0 $0
Q1 2022

Apr 12, 2022

BUY
$65.63 - $82.62 $24,414 - $30,734
372 New
372 $0

Others Institutions Holding SCHG

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
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