Robertson Stephens Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History

Robertson Stephens Wealth Management, LLC

  • $2.7 Billion
  • Q3 2024

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 70,334 shares of SCHG stock, worth $1.93 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
70,334
Previous 13,821 408.89%
Holding current value
$1.93 Million
Previous $1.39 Million 425.99%
% of portfolio
0.27%
Previous 0.07%

Shares

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

Nov 12, 2024
BUY
$92.63 - $105.69 $5.23 Million - $5.97 Million
56,513 Added 408.89%
70,334 $7.33 Million
Q2 2024

Aug 13, 2024
BUY
$87.04 - $101.61 $1.2 Million - $1.4 Million
13,821 New
13,821 $1.39 Million
Q4 2020

Feb 10, 2021
SELL
$55.95 - $64.38 $180,942 - $208,204
-3,234 Closed
0 $0
Q3 2020

Nov 10, 2020
BUY
$51.42 - $61.56 $166,292 - $199,085
3,234 New
3,234 $372,000

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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