Ritholtz Wealth Management Schwab Strategic Tr Us Large C Transaction History

Ritholtz Wealth Management

  • $3.28 Billion
  • Q3 2024

A detailed history of Ritholtz Wealth Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Ritholtz Wealth Management holds 4,134 shares of SCHG stock, worth $113,643. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,134
Previous 4,134 -0.0%
Holding current value
$113,643
Previous $416,000 3.37%
% of portfolio
0.01%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024
SELL
$87.04 - $101.61 $111,759 - $130,467
-1,284 Reduced 23.7%
4,134 $416,000
Q1 2024

Apr 24, 2024
BUY
$80.6 - $93.32 $65,285 - $75,589
810 Added 17.58%
5,418 $502,000
Q4 2023

Jan 18, 2024
SELL
$70.08 - $83.37 $8,409 - $10,004
-120 Reduced 2.54%
4,608 $382,000
Q3 2023

Oct 13, 2023
BUY
$71.99 - $78.02 $68,390 - $74,119
950 Added 25.15%
4,728 $343,000
Q1 2023

Apr 19, 2023
SELL
$54.19 - $65.17 $54 - $65
-1 Reduced 0.03%
3,778 $246,000
Q4 2022

Jan 18, 2023
SELL
$54.31 - $60.76 $137,893 - $154,269
-2,539 Reduced 40.19%
3,779 $0
Q3 2022

Oct 18, 2022
BUY
$55.81 - $69.25 $141,757 - $175,895
2,540 Added 67.23%
6,318 $353,000
Q1 2022

Apr 14, 2022
BUY
$65.63 - $82.62 $247,950 - $312,138
3,778 New
3,778 $283,000
Q3 2021

Oct 14, 2021
SELL
$73.24 - $78.94 $138,350 - $149,117
-1,889 Closed
0 $0
Q1 2021

May 12, 2021
SELL
$61.41 - $68.35 $149,164 - $166,022
-2,429 Reduced 56.25%
1,889 $245,000
Q4 2020

Jan 19, 2021
BUY
$55.95 - $64.38 $241,592 - $277,992
4,318 New
4,318 $554,000

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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