One Ascent Wealth Management LLC Schwab Strategic Tr Long Term 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 Long Term stock. As of the latest transaction made, One Ascent Wealth Management LLC holds 25,900 shares of SCHQ stock, worth $849,779. This represents 0.34% of its overall portfolio holdings.

Number of Shares
25,900
Previous 31,429 17.59%
Holding current value
$849,779
Previous $1.1 Million 20.76%
% of portfolio
0.34%
Previous 0.44%

Shares

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

Apr 16, 2024
SELL
$32.9 - $35.0 $181,904 - $193,515
-5,529 Reduced 17.59%
25,900 $874,000
Q4 2023

Jan 11, 2024
BUY
$29.71 - $35.56 $933,755 - $1.12 Million
31,429 New
31,429 $1.1 Million

Others Institutions Holding SCHQ

# of Institutions
90
Shares Held
13M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR LONG-TERM

SCHQ Quotes by TradingView
  • Ticker SCHQ
  • Sector ETFs
  • Industry ETFs
More about SCHQ
Track This Portfolio

Track One Ascent Wealth Management LLC Portfolio

Follow One Ascent Wealth Management LLC 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 One Ascent Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on One Ascent Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email