Kfa Private Wealth Group, LLC Schwab Strategic Tr Us Large C Transaction History

Kfa Private Wealth Group, LLC

  • $239 Million
  • Q4 2024

A detailed history of Kfa Private Wealth Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Kfa Private Wealth Group, LLC holds 12,473 shares of SCHG stock, worth $356,353. This represents 0.15% of its overall portfolio holdings.

Number of Shares
12,473
Previous 3,118 300.03%
Holding current value
$356,353
Previous $324,000 7.1%
% of portfolio
0.15%
Previous 0.16%

Shares

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

Jan 22, 2025
BUY
$25.93 - $105.3 $242,575 - $985,081
9,355 Added 300.03%
12,473 $347,000
Q3 2024

Oct 18, 2024
SELL
$92.63 - $105.69 $89,573 - $102,202
-967 Reduced 23.67%
3,118 $324,000
Q2 2024

Aug 07, 2024
SELL
$87.04 - $101.61 $17,146 - $20,017
-197 Reduced 4.6%
4,085 $411,000
Q1 2024

May 01, 2024
BUY
$80.6 - $93.32 $345,129 - $399,596
4,282 New
4,282 $397,000

Others Institutions Holding SCHG

# of Institutions
1,414
Shares Held
2.05B
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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