Relyea Zuckerberg Hanson LLC Schwab Strategic Tr Us Large C Transaction History

Relyea Zuckerberg Hanson LLC

$741 Million
Q4 2024

A detailed history of Relyea Zuckerberg Hanson LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Relyea Zuckerberg Hanson LLC holds 33,071 shares of SCHG stock, worth $939,877. This represents 0.12% of its overall portfolio holdings.

Number of Shares

33,071

Previous 8,262 300.28%

Holding current value

$939,877

Previous $860,000 7.09%

% of portfolio

0.12%

Previous 0.13%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$25.93 - $105.3 $643,297 - $2.61 Million	24,809 Added 300.28%	33,071 $921,000
Q3 2024 Oct 17, 2024	BUY	$92.63 - $105.69 $1,111 - $1,268	12 Added 0.15%	8,262 $860,000
Q2 2024 Oct 31, 2024	BUY	$87.04 - $101.61 $478,720 - $558,855	5,500 Added 200.0%	8,250 $831,000
Q2 2024 Jul 17, 2024	BUY	$87.04 - $101.61 $478,720 - $558,855	5,500 Added 200.0%	8,250 $831,000
Q4 2023 Oct 31, 2024	SELL	$70.08 - $83.37 $386,280 - $459,535	-5,512 Reduced 66.72%	2,750 $228,000
Q4 2023 Jan 18, 2024	BUY	$70.08 - $83.37 $192,720 - $229,267	2,750 New	2,750 $228,000
Q2 2023 Jul 17, 2023	BUY	$63.6 - $74.95 $174,900 - $206,112	2,750 New	2,750 $206,000
Q4 2021 Jan 14, 2022	SELL	$73.11 - $83.4 $100,526 - $114,675	-1,375 Closed	0 $0
Q3 2021 Oct 22, 2021	BUY	$73.24 - $78.94 $100,705 - $108,542	1,375 New	1,375 $204,000

Others Institutions Holding SCHG

# of Institutions

1,407

Shares Held

1.99B

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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Relyea Zuckerberg Hanson LLC Schwab Strategic Tr Us Large C Transaction History