Simplicity Wealth,Llc Schwab Strategic Tr Us Large C Transaction History

Simplicity Wealth,Llc

  • $461 Million
  • Q4 2024

A detailed history of Simplicity Wealth,Llc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Simplicity Wealth,Llc holds 8,881 shares of SCHG stock, worth $228,064. This represents 0.05% of its overall portfolio holdings.

Number of Shares
8,881
Previous 2,143 314.42%
Holding current value
$228,064
Previous $223,000 10.76%
% of portfolio
0.05%
Previous 0.02%

Shares

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

Feb 07, 2025
BUY
$25.93 - $105.3 $174,716 - $709,511
6,738 Added 314.42%
8,881 $247,000
Q3 2024

Oct 09, 2024
SELL
$92.63 - $105.69 $26.9 Million - $30.7 Million
-290,814 Reduced 99.27%
2,143 $223,000
Q2 2024

Jul 10, 2024
SELL
$87.04 - $101.61 $56,576 - $66,046
-650 Reduced 0.22%
292,957 $29.5 Million
Q1 2024

Apr 24, 2024
BUY
$80.6 - $93.32 $23.7 Million - $27.4 Million
293,607 New
293,607 $27.2 Million

Others Institutions Holding SCHG

# of Institutions
1,477
Shares Held
2.27B
Call Options Held
296K
Put Options Held
153K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
Track This Portfolio

Track Simplicity Wealth,Llc Portfolio

Follow Simplicity Wealth,Llc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Simplicity Wealth,Llc, based on Form 13F filings with the SEC.

News

Stay updated on Simplicity Wealth,Llc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email