Obermeyer Wood Investment Counsel, Lllp Schwab Strategic Tr Us Large C Transaction History

Obermeyer Wood Investment Counsel, Lllp

  • $1.93 Billion
  • Q2 2025

A detailed history of Obermeyer Wood Investment Counsel, Lllp transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Obermeyer Wood Investment Counsel, Lllp holds 16,040 shares of SCHG stock, worth $487,455. This represents 0.02% of its overall portfolio holdings.

Number of Shares
16,040
Previous 16,040 -0.0%
Holding current value
$487,455
Previous $401,000 16.71%
% of portfolio
0.02%
Previous 0.02%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 05, 2025
BUY
$24.91 - $29.02 $399,556 - $465,480
16,040 New
16,040 $401,000
Q3 2024

Nov 05, 2024
BUY
$92.63 - $105.69 $16,395 - $18,707
177 Added 8.82%
2,183 $227,000
Q2 2024

Jul 31, 2024
SELL
$87.04 - $101.61 $84,864 - $99,069
-975 Reduced 32.71%
2,006 $202,000
Q3 2023

Nov 08, 2023
SELL
$71.99 - $78.02 $43,697 - $47,358
-607 Reduced 16.92%
2,981 $216,000
Q2 2023

Aug 04, 2023
SELL
$63.6 - $74.95 $58,384 - $68,804
-918 Reduced 20.37%
3,588 $268,000
Q1 2023

May 09, 2023
SELL
$54.19 - $65.17 $13,222 - $15,901
-244 Reduced 5.14%
4,506 $293,000
Q1 2022

May 16, 2022
BUY
$65.63 - $82.62 $155,871 - $196,222
2,375 Added 100.0%
4,750 $355,000
Q2 2020

Jul 20, 2020
BUY
$37.99 - $51.32 $90,226 - $121,885
2,375 New
2,375 $241,000
Q1 2020

Apr 30, 2020
SELL
$34.6 - $51.17 $82,175 - $121,528
-2,375 Closed
0 $0
Q4 2019

Feb 03, 2020
BUY
$40.97 - $46.72 $97,303 - $110,960
2,375 New
2,375 $221,000

Others Institutions Holding SCHG

# of Institutions
1,589
Shares Held
798M
Call Options Held
298K
Put Options Held
193K
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 Obermeyer Wood Investment Counsel, Lllp Portfolio

Follow Obermeyer Wood Investment Counsel, Lllp 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 Obermeyer Wood Investment Counsel, Lllp, based on Form 13F filings with the SEC.

News

Stay updated on Obermeyer Wood Investment Counsel, Lllp with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email