Insight Wealth Partners, LLC Schwab Strategic Tr Us Large C Transaction History

Insight Wealth Partners, LLC

  • $498 Million
  • Q3 2024

A detailed history of Insight Wealth Partners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Insight Wealth Partners, LLC holds 12,426 shares of SCHG stock, worth $356,377. This represents 0.26% of its overall portfolio holdings.

Number of Shares
12,426
Previous 7,201 72.56%
Holding current value
$356,377
Previous $726,000 78.24%
% of portfolio
0.26%
Previous 0.13%

Shares

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

Nov 13, 2024
BUY
$92.63 - $105.69 $483,991 - $552,230
5,225 Added 72.56%
12,426 $1.29 Million
Q2 2024

Jul 18, 2024
BUY
$87.04 - $101.61 $175,994 - $205,455
2,022 Added 39.04%
7,201 $726,000
Q1 2024

May 10, 2024
BUY
$80.6 - $93.32 $417,427 - $483,304
5,179 New
5,179 $480,000

Others Institutions Holding SCHG

# of Institutions
1,358
Shares Held
1.87B
Call Options Held
140K
Put Options Held
96.3K
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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