Perissos Private Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History

Perissos Private Wealth Management, LLC

  • $125 Billion
  • Q3 2024

A detailed history of Perissos Private Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Perissos Private Wealth Management, LLC holds 28,079 shares of SCHG stock, worth $769,364. This represents 2.35% of its overall portfolio holdings.

Number of Shares
28,079
Previous 27,633 1.61%
Holding current value
$769,364
Previous $2.79 Billion 4.98%
% of portfolio
2.35%
Previous 2.5%

Shares

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

Nov 12, 2024
BUY
$92.63 - $105.69 $41,312 - $47,137
446 Added 1.61%
28,079 $2.93 Billion
Q2 2024

Aug 09, 2024
BUY
$87.04 - $101.61 $76,682 - $89,518
881 Added 3.29%
27,633 $2.79 Billion
Q1 2024

May 14, 2024
BUY
$80.6 - $93.32 $2.16 Million - $2.5 Million
26,752 New
26,752 $2.48 Billion

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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