Paradigm, Strategies In Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History

Paradigm, Strategies In Wealth Management, LLC

  • $153 Million
  • Q3 2024

A detailed history of Paradigm, Strategies In Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Paradigm, Strategies In Wealth Management, LLC holds 194,560 shares of SCHG stock, worth $5.25 Million. This represents 13.24% of its overall portfolio holdings.

Number of Shares
194,560
Previous 189,528 2.66%
Holding current value
$5.25 Million
Previous $19.1 Million 6.05%
% of portfolio
13.24%
Previous 11.74%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
BUY
$92.63 - $105.69 $466,114 - $531,832
5,032 Added 2.66%
194,560 $20.3 Million
Q2 2024

Jul 30, 2024
SELL
$87.04 - $101.61 $637,132 - $743,785
-7,320 Reduced 3.72%
189,528 $19.1 Million
Q1 2024

May 02, 2024
SELL
$80.6 - $93.32 $2,740 - $3,172
-34 Reduced 0.02%
196,848 $18.3 Million
Q4 2023

Jan 26, 2024
SELL
$70.08 - $83.37 $470,096 - $559,245
-6,708 Reduced 3.29%
196,882 $16.3 Million
Q3 2023

Oct 25, 2023
SELL
$71.99 - $78.02 $180,118 - $195,206
-2,502 Reduced 1.21%
203,590 $14.8 Million
Q2 2023

Jul 19, 2023
SELL
$63.6 - $74.95 $444,945 - $524,350
-6,996 Reduced 3.28%
206,092 $15.4 Million
Q1 2023

May 02, 2023
BUY
$54.19 - $65.17 $128,809 - $154,909
2,377 Added 1.13%
213,088 $13.9 Million
Q4 2022

Jan 20, 2023
BUY
$54.31 - $60.76 $1.45 Million - $1.63 Million
26,785 Added 14.56%
210,711 $0
Q3 2022

Nov 09, 2022
BUY
$55.81 - $69.25 $407,524 - $505,663
7,302 Added 4.13%
183,926 $10.3 Million
Q2 2022

Jul 18, 2022
BUY
$55.73 - $76.55 $7.14 Million - $9.81 Million
128,194 Added 264.7%
176,624 $10.2 Million
Q1 2022

Apr 18, 2022
BUY
$65.63 - $82.62 $1.82 Million - $2.29 Million
27,659 Added 133.16%
48,430 $3.62 Million
Q4 2021

Feb 08, 2022
BUY
$73.11 - $83.4 $1,754 - $2,001
24 Added 0.12%
20,771 $3.4 Million
Q3 2021

Oct 15, 2021
BUY
$73.24 - $78.94 $20,360 - $21,945
278 Added 1.36%
20,747 $3.07 Million
Q2 2021

Jul 30, 2021
BUY
$65.3 - $73.24 $7,313 - $8,202
112 Added 0.55%
20,469 $2.99 Million
Q1 2021

Apr 29, 2021
BUY
$61.41 - $68.35 $1.25 Million - $1.39 Million
20,357 New
20,357 $2.64 Million

Others Institutions Holding SCHG

# of Institutions
1,310
Shares Held
181M
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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