Loveless Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History

Loveless Wealth Management LLC

  • $153 Million
  • Q2 2022

A detailed history of Loveless Wealth Management LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Loveless Wealth Management LLC holds 3,972 shares of SCHG stock, worth $109,190. This represents 0.15% of its overall portfolio holdings.

Number of Shares
3,972
Previous 3,991 0.48%
Holding current value
$109,190
Previous $299,000 23.08%
% of portfolio
0.15%
Previous 0.17%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 22, 2022
SELL
$55.73 - $76.55 $1,058 - $1,454
-19 Reduced 0.48%
3,972 $230,000
Q1 2022

May 11, 2022
BUY
$65.63 - $82.62 $167,422 - $210,763
2,551 Added 177.15%
3,991 $299,000
Q4 2021

Feb 14, 2022
BUY
$73.11 - $83.4 $105,278 - $120,096
1,440 New
1,440 $236,000

Others Institutions Holding SCHG

# of Institutions
1,309
Shares Held
181M
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
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