Jamison Private Wealth Management, Inc. Schwab Strategic Tr Us Large C Transaction History

Jamison Private Wealth Management, Inc.

  • $602 Billion
  • Q2 2024

A detailed history of Jamison Private Wealth Management, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Jamison Private Wealth Management, Inc. holds 1,769 shares of SCHG stock, worth $184,099. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,769
Previous 1,044 69.44%
Holding current value
$184,099
Previous $96.8 Million 84.23%
% of portfolio
0.03%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 11, 2024
BUY
$87.04 - $101.61 $63,104 - $73,667
725 Added 69.44%
1,769 $178 Million
Q1 2024

Apr 26, 2024
BUY
$80.6 - $93.32 $10,478 - $12,131
130 Added 14.22%
1,044 $96.8 Million
Q4 2023

Jan 17, 2024
BUY
$70.08 - $83.37 $64,053 - $76,200
914 New
914 $75.8 Million

Others Institutions Holding SCHG

# of Institutions
1,255
Shares Held
169M
Call Options Held
87.2K
Put Options Held
25.8K
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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