One Ascent Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History

One Ascent Wealth Management LLC

  • $261 Million
  • Q1 2024

A detailed history of One Ascent Wealth Management LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, One Ascent Wealth Management LLC holds 63,236 shares of SCHG stock, worth $6.38 Million. This represents 2.25% of its overall portfolio holdings.

Number of Shares
63,236
Previous 72,335 12.58%
Holding current value
$6.38 Million
Previous $6 Million 2.33%
% of portfolio
2.25%
Previous 2.4%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 16, 2024
SELL
$80.6 - $93.32 $733,379 - $849,118
-9,099 Reduced 12.58%
63,236 $5.86 Million
Q4 2023

Jan 11, 2024
BUY
$70.08 - $83.37 $5.07 Million - $6.03 Million
72,335 New
72,335 $6 Million

Others Institutions Holding SCHG

# of Institutions
1,185
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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