Moneywise, Inc. Schwab Strategic Tr Us Large C Transaction History

Moneywise, Inc.

$186 Million
Q4 2024

A detailed history of Moneywise, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Moneywise, Inc. holds 17,165 shares of SCHG stock, worth $488,687. This represents 0.26% of its overall portfolio holdings.

Number of Shares

17,165

Previous 4,291 300.02%

Holding current value

$488,687

Previous $447,000 6.94%

% of portfolio

0.26%

Previous 0.23%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$25.93 - $105.3 $333,822 - $1.36 Million	12,874 Added 300.02%	17,165 $478,000
Q3 2024 Oct 21, 2024	SELL	$92.63 - $105.69 $1,111 - $1,268	-12 Reduced 0.28%	4,291 $447,000
Q1 2024 Apr 22, 2024	BUY	$80.6 - $93.32 $322 - $373	4 Added 0.09%	4,303 $398,000
Q4 2023 Jan 29, 2024	SELL	$70.08 - $83.37 $14,786 - $17,591	-211 Reduced 4.68%	4,299 $356,000
Q3 2023 Oct 23, 2023	BUY	$71.99 - $78.02 $215 - $234	3 Added 0.07%	4,510 $327,000
Q2 2023 Jul 24, 2023	SELL	$63.6 - $74.95 $5,978 - $7,045	-94 Reduced 2.04%	4,507 $337,000
Q1 2023 Apr 21, 2023	SELL	$54.19 - $65.17 $812 - $977	-15 Reduced 0.32%	4,601 $299,000
Q4 2022 Jan 30, 2023	BUY	$54.31 - $60.76 $217 - $243	4 Added 0.09%	4,616 $256,000
Q3 2022 Nov 03, 2022	BUY	$55.81 - $69.25 $223 - $277	4 Added 0.09%	4,612 $257,000
Q2 2022 Aug 02, 2022	BUY	$55.73 - $76.55 $167 - $229	3 Added 0.07%	4,608 $267,000
Q1 2022 Apr 20, 2022	BUY	$65.63 - $82.62 $131,719 - $165,818	2,007 Added 77.25%	4,605 $345,000
Q4 2021 Jan 12, 2022	SELL	$73.11 - $83.4 $21,275 - $24,269	-291 Reduced 10.07%	2,598 $425,000
Q3 2021 Oct 12, 2021	BUY	$73.24 - $78.94 $10,693 - $11,525	146 Added 5.32%	2,889 $428,000
Q2 2021 Jul 22, 2021	BUY	$65.3 - $73.24 $65 - $73	1 Added 0.04%	2,743 $400,000
Q1 2021 Apr 14, 2021	SELL	$61.41 - $68.35 $9,825 - $10,936	-160 Reduced 5.51%	2,742 $356,000
Q4 2020 Jan 15, 2021	BUY	$55.95 - $64.38 $55 - $64	1 Added 0.03%	2,902 $373,000
Q3 2020 Oct 13, 2020	BUY	$51.42 - $61.56 $102 - $123	2 Added 0.07%	2,901 $334,000
Q2 2020 Jul 10, 2020	SELL	$37.99 - $51.32 $9,611 - $12,983	-253 Reduced 8.03%	2,899 $294,000
Q1 2020 Apr 13, 2020	SELL	$34.6 - $51.17 $7,231 - $10,694	-209 Reduced 6.22%	3,152 $251,000
Q4 2019 Jan 07, 2020	SELL	$40.97 - $46.72 $13,847 - $15,791	-338 Reduced 9.14%	3,361 $282,000
Q3 2019 Oct 23, 2019	SELL	$41.7 - $42.86 $2,627 - $2,700	-63 Reduced 1.67%	3,699 $311,000
Q2 2019 Jul 17, 2019	SELL	N/A	-43 Reduced 1.13%	3,762 $313,000
Q1 2019 Apr 30, 2019	SELL	N/A	-14 Reduced 0.37%	3,805 $273,000
Q4 2018 Jan 29, 2019	BUY	N/A	10 Added 0.26%	3,819 $263,000
Q3 2018 Oct 15, 2018	BUY	N/A	4 Added 0.11%	3,809 $312,000
Q1 2018 Apr 17, 2018	SELL	N/A	-507 Reduced 11.76%	3,805 $273,000
Q4 2017 Jan 08, 2018	SELL	N/A	-142 Reduced 3.19%	4,312 $305,000
Q3 2017 Oct 10, 2017	BUY	N/A	4,454	4,454 $294,000

Others Institutions Holding SCHG

# of Institutions

1,363

Shares Held

1.88B

Call Options Held

140K

Put Options Held

96.3K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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