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

Ledge Wealth Management, Inc.

$257 Million
Q4 2023

A detailed history of Ledge Wealth Management, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Ledge Wealth Management, Inc. holds 8,924 shares of SCHV stock, worth $241,929. This represents 0.24% of its overall portfolio holdings.

Number of Shares

8,924

Previous 8,861 0.71%

Holding current value

$241,929

Previous $571,000 9.46%

% of portfolio

0.24%

Previous 0.26%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 23, 2024	BUY	$61.16 - $70.24 $3,853 - $4,425	63 Added 0.71%	8,924 $625,000
Q3 2023 Oct 23, 2023	BUY	$64.45 - $69.39 $3,609 - $3,885	56 Added 0.64%	8,861 $571,000
Q2 2023 Jul 11, 2023	SELL	$63.33 - $67.21 $213,675 - $226,766	-3,374 Reduced 27.7%	8,805 $590,000
Q1 2023 Apr 14, 2023	SELL	$62.59 - $69.3 $1.36 Million - $1.5 Million	-21,665 Reduced 64.01%	12,179 $798,000
Q4 2022 Feb 02, 2023	BUY	$59.13 - $69.24 $687,918 - $805,538	11,634 Added 52.38%	33,844 $2.23 Million
Q3 2022 Oct 18, 2022	SELL	$58.51 - $69.02 $779,060 - $919,001	-13,315 Reduced 37.48%	22,210 $1.3 Million
Q2 2022 Jul 20, 2022	BUY	$60.93 - $72.3 $457,035 - $542,322	7,501 Added 26.77%	35,525 $2.22 Million
Q1 2022 May 10, 2022	BUY	$67.71 - $74.19 $1.9 Million - $2.08 Million	28,024 New	28,024 $2 Million

Others Institutions Holding SCHV

# of Institutions

847

Shares Held

173M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
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Ledge Wealth Management, Inc. Schwab Strategic Tr Us Large C Transaction History