Wealthspan Partners, LLC Schwab Strategic Tr Us Large C Transaction History

Wealthspan Partners, LLC

  • $204 Million
  • Q4 2024

A detailed history of Wealthspan Partners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wealthspan Partners, LLC holds 17,653 shares of SCHG stock, worth $502,227. This represents 0.24% of its overall portfolio holdings.

Number of Shares
17,653
Previous 4,055 335.34%
Holding current value
$502,227
Previous $422,000 16.35%
% of portfolio
0.24%
Previous 0.21%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
BUY
$25.93 - $105.3 $352,596 - $1.43 Million
13,598 Added 335.34%
17,653 $491,000
Q3 2024

Nov 04, 2024
SELL
$92.63 - $105.69 $48,630 - $55,487
-525 Reduced 11.46%
4,055 $422,000
Q2 2024

Jul 19, 2024
BUY
$87.04 - $101.61 $84,776 - $98,968
974 Added 27.01%
4,580 $461,000
Q1 2024

Apr 29, 2024
BUY
$80.6 - $93.32 $290,643 - $336,511
3,606 New
3,606 $334,000

Others Institutions Holding SCHG

# of Institutions
1,380
Shares Held
1.91B
Call Options Held
167K
Put Options Held
96.6K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
Track This Portfolio

Track Wealthspan Partners, LLC Portfolio

Follow Wealthspan Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Wealthspan Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email