Latko Wealth Management, Ltd. Schwab Strategic Tr Us Large C Transaction History

Latko Wealth Management, Ltd.

  • $169 Million
  • Q4 2024

A detailed history of Latko Wealth Management, Ltd. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Latko Wealth Management, Ltd. holds 101,979 shares of SCHG stock, worth $2.9 Million. This represents 1.68% of its overall portfolio holdings.

Number of Shares
101,979
Previous 24,540 315.56%
Holding current value
$2.9 Million
Previous $2.56 Million 11.15%
% of portfolio
1.68%
Previous 1.55%

Shares

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

Jan 30, 2025
BUY
$25.93 - $105.3 $2.01 Million - $8.15 Million
77,439 Added 315.56%
101,979 $2.84 Million
Q3 2024

Oct 29, 2024
BUY
$92.63 - $105.69 $2.27 Million - $2.59 Million
24,540 New
24,540 $2.56 Million

Others Institutions Holding SCHG

# of Institutions
1,363
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
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