A detailed history of Long View Wealth Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Long View Wealth Management holds 30,920 shares of SCHG stock, worth $3.04 Million. This represents 1.15% of its overall portfolio holdings.

Number of Shares
30,920
Previous 33,237 6.97%
Holding current value
$3.04 Million
Previous $3.08 Billion 1.18%
% of portfolio
1.15%
Previous 1.22%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 22, 2024

SELL
$87.04 - $101.61 $201,671 - $235,430
-2,317 Reduced 6.97%
30,920 $3.12 Billion
Q1 2024

Apr 16, 2024

BUY
$80.6 - $93.32 $170,307 - $197,185
2,113 Added 6.79%
33,237 $3.08 Billion
Q4 2023

Jan 10, 2024

BUY
$70.08 - $83.37 $2.18 Million - $2.59 Million
31,124 New
31,124 $2.57 Billion

Others Institutions Holding SCHG

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
Track This Portfolio

Track Long View Wealth Management Portfolio

Follow Long View Wealth Management 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 Long View Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Long View Wealth Management with notifications on news.