Td Private Client Wealth LLC Schwab Strategic Tr Us Large C Transaction History

Td Private Client Wealth LLC

$3.58 Trillion
Q4 2024

A detailed history of Td Private Client Wealth LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Td Private Client Wealth LLC holds 461,529 shares of SCHG stock, worth $12.9 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares

461,529

Previous 98,132 370.31%

Holding current value

$12.9 Million

Previous $10.2 Billion 25.82%

% of portfolio

0.36%

Previous 0.29%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$25.93 - $105.3 $9.42 Million - $38.3 Million	363,397 Added 370.31%	461,529 $12.9 Billion
Q3 2024 Nov 18, 2024	BUY	$92.63 - $105.69 $1.22 Million - $1.4 Million	13,200 Added 15.54%	98,132 $10.2 Billion
Q2 2024 Aug 14, 2024	BUY	$87.04 - $101.61 $7.39 Million - $8.63 Million	84,932 New	84,932 $8.56 Billion
Q1 2024 Aug 16, 2024	BUY	$80.6 - $93.32 $502,057 - $581,290	6,229 Added 9.37%	72,712 $6.74 Billion
Q4 2023 Aug 16, 2024	BUY	$70.08 - $83.37 $700,519 - $833,366	9,996 Added 17.7%	66,483 $5.52 Billion
Q3 2023 Aug 16, 2024	BUY	$71.99 - $78.02 $448,065 - $485,596	6,224 Added 12.38%	56,487 $4.11 Billion
Q2 2023 Aug 16, 2024	BUY	$63.6 - $74.95 $822,729 - $969,553	12,936 Added 34.66%	50,263 $3.77 Billion
Q1 2023 Aug 16, 2024	BUY	$54.19 - $65.17 $350,988 - $422,106	6,477 Added 21.0%	37,327 $2.43 Billion
Q4 2022 Aug 16, 2024	BUY	$54.31 - $60.76 $312,119 - $349,187	5,747 Added 22.89%	30,850 $1.71 Billion
Q3 2022 Aug 16, 2024	BUY	$55.81 - $69.25 $152,361 - $189,052	2,730 Added 12.2%	25,103 $1.4 Billion
Q2 2022 Aug 16, 2024	BUY	$55.73 - $76.55 $214,003 - $293,952	3,840 Added 20.72%	22,373 $1.3 Billion
Q1 2022 Aug 16, 2024	BUY	$65.63 - $82.62 $1.01 Million - $1.28 Million	15,462 Added 503.48%	18,533 $1.39 Billion
Q4 2021 Aug 16, 2024	BUY	$73.11 - $83.4 $52,858 - $60,298	723 Added 30.79%	3,071 $503 Million
Q3 2021 Aug 16, 2024	SELL	$73.24 - $78.94 $6.05 Million - $6.52 Million	-82,584 Reduced 97.24%	2,348 $348 Million
Q2 2021 Aug 16, 2024	SELL	$65.3 - $73.24 $21,940 - $24,608	-336 Reduced 75.0%	112 $16.3 Million
Q4 2019 Aug 16, 2024	SELL	$40.97 - $46.72 $3.46 Million - $3.95 Million	-84,484 Reduced 99.47%	448 $41.6 Million

Others Institutions Holding SCHG

# of Institutions

1,461

Shares Held

2.26B

Call Options Held

296K

Put Options Held

153K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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Td Private Client Wealth LLC Schwab Strategic Tr Us Large C Transaction History