Sugarloaf Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History

Sugarloaf Wealth Management, LLC

  • $480 Million
  • Q4 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 300 shares of SCHG stock, worth $8,727. This represents 0.0% of its overall portfolio holdings.

Number of Shares
300
Previous 75 300.0%
Holding current value
$8,727
Previous $7,000 14.29%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 10, 2025
BUY
$25.93 - $105.3 $5,834 - $23,692
225 Added 300.0%
300 $8,000
Q3 2024

Oct 08, 2024
BUY
$92.63 - $105.69 $6,947 - $7,926
75 New
75 $7,000

Others Institutions Holding SCHG

# of Institutions
1,502
Shares Held
739M
Call Options Held
327K
Put Options Held
193K
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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