Southern Wealth Management, LLP Schwab Strategic Tr Us Large C Transaction History

Southern Wealth Management, LLP

  • $258 Million
  • Q1 2023

A detailed history of Southern Wealth Management, LLP transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Southern Wealth Management, LLP holds 19,254 shares of SCHG stock, worth $2.01 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
19,254
Previous 18,699 2.97%
Holding current value
$2.01 Million
Previous $1.04 Million 20.81%
% of portfolio
0.49%
Previous 0.42%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 12, 2023
BUY
$54.19 - $65.17 $30,075 - $36,169
555 Added 2.97%
19,254 $1.25 Million
Q4 2022

Feb 13, 2023
BUY
$54.31 - $60.76 $178,299 - $199,475
3,283 Added 21.3%
18,699 $1.04 Million
Q3 2022

Nov 14, 2022
BUY
N/A
981 Added 6.8%
15,416 $899,000
Q2 2022

Aug 11, 2022
BUY
N/A
1,918 Added 15.32%
14,435 $837,000
Q1 2022

May 16, 2022
BUY
N/A
6,261 Added 100.08%
12,517 $937,000
Q4 2021

Feb 10, 2022
SELL
N/A
-134 Reduced 2.1%
6,256 $1.02 Million
Q3 2021

Nov 15, 2021
SELL
N/A
-996 Reduced 13.48%
6,390 $946,000
Q2 2021

Aug 13, 2021
BUY
N/A
229 Added 3.2%
7,386 $1.12 Million
Q1 2021

May 17, 2021
SELL
N/A
-15 Reduced 0.21%
7,157 $929,000
Q4 2020

Feb 16, 2021
SELL
N/A
-266 Reduced 3.58%
7,172 $921,000
Q3 2020

Nov 25, 2020
BUY
N/A
174 Added 2.4%
7,438 $857,000
Q2 2020

Aug 14, 2020
BUY
N/A
8 Added 0.11%
7,264 $738,000
Q1 2020

May 14, 2020
BUY
N/A
10 Added 0.14%
7,256 $578,000
Q4 2019

May 14, 2020
BUY
N/A
7,246 New
7,246 $673,000

Others Institutions Holding SCHG

# of Institutions
1,188
Shares Held
165M
Call Options Held
148K
Put Options Held
24.3K
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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