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

Wealthspan Partners, LLC

  • $179 Million
  • Q2 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 4,580 shares of SCHG stock, worth $476,640. This represents 0.26% of its overall portfolio holdings.

Number of Shares
4,580
Previous 3,606 27.01%
Holding current value
$476,640
Previous $334,000 38.02%
% of portfolio
0.26%
Previous 0.2%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,255
Shares Held
169M
Call Options Held
87.2K
Put Options Held
25.8K
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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