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

Obermeyer Wood Investment Counsel, Lllp

  • $1.84 Billion
  • Q3 2024

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 2,183 shares of SCHG stock, worth $61,364. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,183
Previous 2,006 8.82%
Holding current value
$61,364
Previous $202,000 12.38%
% of portfolio
0.01%
Previous 0.01%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,315
Shares Held
185M
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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