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

Perissos Private Wealth Management, LLC

$134 Billion
Q4 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 154,204 shares of SCHG stock, worth $4.45 Million. This represents 3.21% of its overall portfolio holdings.

Number of Shares

154,204

Previous 28,079 449.18%

Holding current value

$4.45 Million

Previous $2.93 Billion 46.91%

% of portfolio

3.21%

Previous 2.35%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$25.93 - $105.3 $3.27 Million - $13.3 Million	126,125 Added 449.18%	154,204 $4.3 Billion
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

1,437

Shares Held

2.18B

Call Options Held

167K

Put Options Held

96.6K

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About SCHWAB STRATEGIC TR US LARGE-C

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