Secure Asset Management, LLC Schwab Strategic Tr Us Large C Transaction History

Secure Asset Management, LLC

  • $632 Million
  • Q4 2024

A detailed history of Secure Asset Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Secure Asset Management, LLC holds 21,063 shares of SCHG stock, worth $598,610. This represents 0.09% of its overall portfolio holdings.

Number of Shares
21,063
Previous 4,167 405.47%
Holding current value
$598,610
Previous $434,000 35.25%
% of portfolio
0.09%
Previous 0.08%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
BUY
$25.93 - $105.3 $438,113 - $1.78 Million
16,896 Added 405.47%
21,063 $587,000
Q3 2024

Oct 16, 2024
SELL
$92.63 - $105.69 $21,027 - $23,991
-227 Reduced 5.17%
4,167 $434,000
Q2 2024

Jul 24, 2024
BUY
$87.04 - $101.61 $70,937 - $82,812
815 Added 22.77%
4,394 $443,000
Q1 2024

Apr 30, 2024
BUY
$80.6 - $93.32 $288,467 - $333,992
3,579 New
3,579 $331,000
Q3 2023

Oct 18, 2023
BUY
$71.99 - $78.02 $285,152 - $309,037
3,961 New
3,961 $288,000

Others Institutions Holding SCHG

# of Institutions
1,396
Shares Held
1.97B
Call Options Held
167K
Put Options Held
96.6K
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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