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

Wealthspan Partners, LLC

  • $198 Million
  • Q3 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 4,055 shares of SCHG stock, worth $114,797. This represents 0.21% of its overall portfolio holdings.

Number of Shares
4,055
Previous 4,580 11.46%
Holding current value
$114,797
Previous $461,000 8.46%
% of portfolio
0.21%
Previous 0.26%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,314
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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