Wealth Effects LLC Schwab Strategic Tr Us Large C Transaction History

Wealth Effects LLC

  • $255 Million
  • Q3 2024

A detailed history of Wealth Effects LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wealth Effects LLC holds 3,257 shares of SCHG stock, worth $87,873. This represents 0.13% of its overall portfolio holdings.

Number of Shares
3,257
Previous 3,032 7.42%
Holding current value
$87,873
Previous $305,000 11.15%
% of portfolio
0.13%
Previous 0.13%

Shares

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

Oct 21, 2024
BUY
$92.63 - $105.69 $20,841 - $23,780
225 Added 7.42%
3,257 $339,000
Q2 2024

Aug 02, 2024
BUY
$87.04 - $101.61 $59,100 - $68,993
679 Added 28.86%
3,032 $305,000
Q1 2024

Apr 22, 2024
BUY
$80.6 - $93.32 $189,651 - $219,581
2,353 New
2,353 $218,000

Others Institutions Holding SCHG

# of Institutions
1,310
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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