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 $410,029. This represents 0.15% of its overall portfolio holdings.

Number of Shares
3,972
Previous 3,991 0.48%
Holding current value
$410,029
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
N/A
-19 Reduced 0.48%
3,972 $230,000
Q1 2022

May 11, 2022
BUY
N/A
2,551 Added 177.15%
3,991 $299,000
Q4 2021

Feb 14, 2022
BUY
N/A
1,440 New
1,440 $236,000

Others Institutions Holding SCHG

# of Institutions
1,186
Shares Held
165M
Call Options Held
148K
Put Options Held
24.3K
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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