A detailed history of Sound Income Strategies, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Sound Income Strategies, LLC holds 142 shares of SCHG stock, worth $4,020. This represents 0.0% of its overall portfolio holdings.

Number of Shares
142
Holding current value
$4,020
% of portfolio
0.0%

Shares

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

Oct 10, 2024

BUY
$92.63 - $105.69 $13,153 - $15,007
142 New
142 $14,000
Q4 2023

Jan 10, 2024

SELL
$70.08 - $83.37 $12,824 - $15,256
-183 Reduced 54.79%
151 $12,000
Q3 2023

Oct 12, 2023

SELL
$71.99 - $78.02 $29,731 - $32,222
-413 Reduced 55.29%
334 $24,000
Q2 2023

Jul 10, 2023

BUY
$63.6 - $74.95 $46,873 - $55,238
737 Added 7370.0%
747 $55,000
Q1 2023

Apr 10, 2023

BUY
$54.19 - $65.17 $541 - $651
10 New
10 $0
Q3 2018

Oct 03, 2018

BUY
N/A
73 New
73 $6,000

Others Institutions Holding SCHG

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
Track This Portfolio

Track Sound Income Strategies, LLC Portfolio

Follow Sound Income Strategies, 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 Sound Income Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sound Income Strategies, LLC with notifications on news.