National Wealth Management Group, LLC Schwab Strategic Tr Us Large C Transaction History

National Wealth Management Group, LLC

  • $150 Billion
  • Q4 2024

A detailed history of National Wealth Management Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, National Wealth Management Group, LLC holds 12,582 shares of SCHG stock, worth $319,834. This represents 0.23% of its overall portfolio holdings.

Number of Shares
12,582
Previous 2,178 477.69%
Holding current value
$319,834
Previous $227 Million 54.54%
% of portfolio
0.23%
Previous 0.15%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
BUY
$25.93 - $105.3 $269,775 - $1.1 Million
10,404 Added 477.69%
12,582 $351 Million
Q3 2024

Nov 13, 2024
BUY
$92.63 - $105.69 $201,748 - $230,192
2,178 New
2,178 $227 Million

Others Institutions Holding SCHG

# of Institutions
1,490
Shares Held
711M
Call Options Held
296K
Put Options Held
153K
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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