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

Jamison Private Wealth Management, Inc.

  • $677 Billion
  • Q4 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 11,493 shares of SCHG stock, worth $327,205. This represents 0.05% of its overall portfolio holdings.

Number of Shares
11,493
Previous 2,184 426.24%
Holding current value
$327,205
Previous $228 Million 40.79%
% of portfolio
0.05%
Previous 0.03%

Shares

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

Jan 21, 2025
BUY
$25.93 - $105.3 $241,382 - $980,237
9,309 Added 426.24%
11,493 $320 Million
Q3 2024

Oct 15, 2024
BUY
$92.63 - $105.69 $38,441 - $43,861
415 Added 23.46%
2,184 $228 Million
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
1,365
Shares Held
1.88B
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
Track This Portfolio

Track Jamison Private Wealth Management, Inc. Portfolio

Follow Jamison Private Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jamison Private Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Jamison Private Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email