Wedmont Private Capital Schwab Strategic Tr Us Large C Transaction History

Wedmont Private Capital

$1.58 Billion
Q2 2024

A detailed history of Wedmont Private Capital transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wedmont Private Capital holds 5,679 shares of SCHG stock, worth $584,028. This represents 0.04% of its overall portfolio holdings.

Number of Shares

5,679

Previous 5,673 0.11%

Holding current value

$584,028

Previous $526,000 8.75%

% of portfolio

0.04%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 15, 2024	BUY	$87.04 - $101.61 $522 - $609	6 Added 0.11%	5,679 $572,000
Q1 2024 Apr 10, 2024	SELL	$80.6 - $93.32 $95,511 - $110,584	-1,185 Reduced 17.28%	5,673 $526,000
Q4 2023 Jan 09, 2024	BUY	$70.08 - $83.37 $66,996 - $79,701	956 Added 16.2%	6,858 $568,000
Q3 2023 Oct 10, 2023	BUY	$71.99 - $78.02 $23,684 - $25,668	329 Added 5.9%	5,902 $429,000
Q2 2023 Jul 17, 2023	BUY	$63.6 - $74.95 $2,989 - $3,522	47 Added 0.85%	5,573 $417,000
Q1 2023 Apr 11, 2023	BUY	$54.19 - $65.17 $433 - $521	8 Added 0.14%	5,526 $360,000
Q4 2022 Jan 09, 2023	BUY	$54.31 - $60.76 $299,682 - $335,273	5,518 New	5,518 $0

Others Institutions Holding SCHG

# of Institutions

1,256

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 Wedmont Private Capital, based on Form 13F filings with the SEC.

News

Stay updated on Wedmont Private Capital with notifications on news.

Account

Wedmont Private Capital Schwab Strategic Tr Us Large C Transaction History