Twelve Points Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History

Twelve Points Wealth Management LLC

  • $364 Million
  • Q2 2025

A detailed history of Twelve Points Wealth Management LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Twelve Points Wealth Management LLC holds 21,291 shares of SCHG stock, worth $683,228. This represents 0.17% of its overall portfolio holdings.

Number of Shares
21,291
Previous 20,689 2.91%
Holding current value
$683,228
Previous $518,000 19.88%
% of portfolio
0.17%
Previous 0.15%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025
BUY
$22.27 - $29.21 $13,406 - $17,584
602 Added 2.91%
21,291 $621,000
Q1 2025

Apr 30, 2025
SELL
$24.91 - $29.02 $74 - $87
-3 Reduced 0.01%
20,689 $518,000
Q4 2024

Jan 22, 2025
BUY
$25.93 - $105.3 $389,935 - $1.58 Million
15,038 Added 265.97%
20,692 $576,000
Q3 2024

Oct 16, 2024
SELL
$92.63 - $105.69 $122,642 - $139,933
-1,324 Reduced 18.97%
5,654 $589,000
Q3 2023

Oct 18, 2023
BUY
$71.99 - $78.02 $34,627 - $37,527
481 Added 7.4%
6,978 $507,000
Q1 2022

May 11, 2022
BUY
$65.63 - $82.62 $426,398 - $536,782
6,497 New
6,497 $486,000

Others Institutions Holding SCHG

# of Institutions
1,604
Shares Held
816M
Call Options Held
606K
Put Options Held
163K
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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