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

Kfa Private Wealth Group, LLC

  • $193 Million
  • Q2 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 4,085 shares of SCHG stock, worth $423,287. This represents 0.21% of its overall portfolio holdings.

Number of Shares
4,085
Previous 4,282 4.6%
Holding current value
$423,287
Previous $397,000 3.53%
% of portfolio
0.21%
Previous 0.12%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,256
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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