Precedent Wealth Partners, LLC Schwab Strategic Tr Us Large C Transaction History

Precedent Wealth Partners, LLC

  • $303 Billion
  • Q3 2024

A detailed history of Precedent Wealth Partners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 2,729 shares of SCHG stock, worth $75,211. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,729
Previous 3,146 13.25%
Holding current value
$75,211
Previous $317 Million 10.37%
% of portfolio
0.09%
Previous 0.13%

Shares

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

Oct 17, 2024
SELL
$92.63 - $105.69 $38,626 - $44,072
-417 Reduced 13.25%
2,729 $284 Million
Q2 2024

Jul 23, 2024
BUY
$87.04 - $101.61 $273,827 - $319,665
3,146 New
3,146 $317 Million

Others Institutions Holding SCHG

# of Institutions
1,309
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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