Wealth Care Investment Partners, LLC Schwab Strategic Tr Us Large C Transaction History

Wealth Care Investment Partners, LLC

$206 Million
Q2 2024

A detailed history of Wealth Care Investment Partners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wealth Care Investment Partners, LLC holds 4,884 shares of SCHG stock, worth $508,277. This represents 0.24% of its overall portfolio holdings.

Number of Shares

4,884

Previous 4,843 0.85%

Holding current value

$508,277

Previous $449,000 9.58%

% of portfolio

0.24%

Previous 0.23%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 18, 2024	BUY	$87.04 - $101.61 $3,568 - $4,166	41 Added 0.85%	4,884 $492,000
Q1 2024 Apr 15, 2024	BUY	$80.6 - $93.32 $23,454 - $27,156	291 Added 6.39%	4,843 $449,000
Q4 2023 Jan 18, 2024	BUY	$70.08 - $83.37 $35,600 - $42,351	508 Added 12.56%	4,552 $377,000
Q3 2023 Oct 10, 2023	SELL	$71.99 - $78.02 $6,767 - $7,333	-94 Reduced 2.27%	4,044 $294,000
Q2 2023 Jul 13, 2023	BUY	$63.6 - $74.95 $318 - $374	5 Added 0.12%	4,138 $310,000
Q1 2023 Apr 10, 2023	BUY	$54.19 - $65.17 $223,967 - $269,347	4,133 New	4,133 $269,000

Others Institutions Holding SCHG

# of Institutions

1,255

Shares Held

169M

Call Options Held

87.2K

Put Options Held

25.8K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
Sector ETFs
Industry ETFs

More about SCHG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Care Investment Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Care Investment Partners, LLC with notifications on news.

Account

Wealth Care Investment Partners, LLC Schwab Strategic Tr Us Large C Transaction History