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 $257,016. This represents 0.05% of its overall portfolio holdings.

Number of Shares
8,881
Previous 2,143 314.42%
Holding current value
$257,016
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
1,448
Shares Held
2.24B
Call Options Held
264K
Put Options Held
98K
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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