Watershed Private Wealth LLC Schwab Strategic Tr Us Large C Transaction History

Watershed Private Wealth LLC

  • $251 Billion
  • Q3 2024

A detailed history of Watershed Private Wealth LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Watershed Private Wealth LLC holds 7,228 shares of SCHG stock, worth $198,047. This represents 0.3% of its overall portfolio holdings.

Number of Shares
7,228
Previous 20,657 65.01%
Holding current value
$198,047
Previous $2.08 Billion 63.85%
% of portfolio
0.3%
Previous 0.89%

Shares

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

Oct 15, 2024
SELL
$92.63 - $105.69 $1.24 Million - $1.42 Million
-13,429 Reduced 65.01%
7,228 $753 Million
Q1 2024

May 07, 2024
SELL
$80.6 - $93.32 $378,739 - $438,510
-4,699 Reduced 18.53%
20,657 $1.92 Billion
Q4 2023

Feb 07, 2024
BUY
$70.08 - $83.37 $568,909 - $676,797
8,118 Added 47.09%
25,356 $2.1 Billion
Q3 2023

Oct 19, 2023
BUY
$71.99 - $78.02 $1.24 Million - $1.34 Million
17,238 New
17,238 $1.25 Billion

Others Institutions Holding SCHG

# of Institutions
1,309
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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