Transform Wealth, LLC Schwab Strategic Tr Us Large C Transaction History

Transform Wealth, LLC

  • $1.46 Billion
  • Q3 2024

A detailed history of Transform Wealth, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Transform Wealth, LLC holds 31,318 shares of SCHG stock, worth $886,612. This represents 0.22% of its overall portfolio holdings.

Number of Shares
31,318
Previous 25,276 23.9%
Holding current value
$886,612
Previous $2.55 Million 28.02%
% of portfolio
0.22%
Previous 0.19%

Shares

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

Oct 15, 2024
BUY
$92.63 - $105.69 $559,670 - $638,578
6,042 Added 23.9%
31,318 $3.26 Million
Q2 2024

Jul 15, 2024
BUY
$87.04 - $101.61 $343,808 - $401,359
3,950 Added 18.52%
25,276 $2.55 Million
Q1 2024

Apr 15, 2024
SELL
$80.6 - $93.32 $859,760 - $995,444
-10,667 Reduced 33.34%
21,326 $1.98 Million
Q4 2023

Jan 18, 2024
BUY
$70.08 - $83.37 $139,248 - $165,656
1,987 Added 6.62%
31,993 $2.65 Million
Q3 2023

Oct 10, 2023
SELL
$71.99 - $78.02 $1.85 Million - $2.01 Million
-25,734 Reduced 46.17%
30,006 $2.18 Million
Q2 2023

Jul 13, 2023
BUY
$63.6 - $74.95 $120,840 - $142,405
1,900 Added 3.53%
55,740 $4.18 Million
Q1 2023

Apr 14, 2023
BUY
$54.19 - $65.17 $2.64 Million - $3.17 Million
48,674 Added 942.2%
53,840 $3.51 Million
Q4 2022

Jan 12, 2023
BUY
$54.31 - $60.76 $280,565 - $313,886
5,166 New
5,166 $0
Q4 2020

Jan 20, 2021
SELL
$55.95 - $64.38 $142,560 - $164,040
-2,548 Closed
0 $0
Q3 2020

Oct 21, 2020
BUY
$51.42 - $61.56 $131,018 - $156,854
2,548 New
2,548 $293,000
Q2 2018

Aug 03, 2018
SELL
N/A
-2,965 Closed
0 $0
Q1 2018

May 03, 2018
SELL
N/A
-1,039 Reduced 25.95%
2,965 $213,000
Q4 2017

Feb 08, 2018
SELL
N/A
-1,090 Reduced 21.4%
4,004 $283,000
Q3 2017

Oct 19, 2017
BUY
N/A
5,094
5,094 $337,000

Others Institutions Holding SCHG

# of Institutions
1,314
Shares Held
181M
Call Options Held
140K
Put Options Held
91.5K
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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