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

Wealth Care Investment Partners, LLC

$220 Million
Q3 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 4,615 shares of SCHG stock, worth $130,558. This represents 0.22% of its overall portfolio holdings.

Number of Shares

4,615

Previous 4,884 5.51%

Holding current value

$130,558

Previous $492,000 2.44%

% of portfolio

0.22%

Previous 0.24%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	SELL	$92.63 - $105.69 $24,917 - $28,430	-269 Reduced 5.51%	4,615 $480,000
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

1,331

Shares Held

1.79B

Call Options Held

140K

Put Options Held

91.5K

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About SCHWAB STRATEGIC TR US LARGE-C

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