Long View Wealth Management Schwab Strategic Tr Us Large C Transaction History

Long View Wealth Management

  • $313 Billion
  • Q3 2024

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 36,018 shares of SCHG stock, worth $1.03 Million. This represents 1.2% of its overall portfolio holdings.

Number of Shares
36,018
Previous 30,920 16.49%
Holding current value
$1.03 Million
Previous $3.12 Billion 20.35%
% of portfolio
1.2%
Previous 1.15%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024
BUY
$92.63 - $105.69 $472,227 - $538,807
5,098 Added 16.49%
36,018 $3.75 Billion
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

# of Institutions
1,315
Shares Held
182M
Call Options Held
140K
Put Options Held
91.5K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • 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.

Choose your preferred platform and Sign Up 👇 Telegram Email