Werba Rubin Papier Wealth Management Schwab Strategic Tr Us Large C Transaction History

Werba Rubin Papier Wealth Management

  • $426 Billion
  • Q3 2024

A detailed history of Werba Rubin Papier Wealth Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Werba Rubin Papier Wealth Management holds 33,132 shares of SCHG stock, worth $959,834. This represents 0.81% of its overall portfolio holdings.

Number of Shares
33,132
Previous 37,106 10.71%
Holding current value
$959,834
Previous $3.74 Billion 7.75%
% of portfolio
0.81%
Previous 1.03%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024
SELL
$92.63 - $105.69 $368,111 - $420,012
-3,974 Reduced 10.71%
33,132 $3.45 Billion
Q2 2024

Aug 06, 2024
SELL
$87.04 - $101.61 $522,849 - $610,371
-6,007 Reduced 13.93%
37,106 $3.74 Billion
Q1 2024

Apr 30, 2024
SELL
$80.6 - $93.32 $20,875 - $24,169
-259 Reduced 0.6%
43,113 $4 Billion
Q4 2023

Jan 22, 2024
BUY
$70.08 - $83.37 $586,499 - $697,723
8,369 Added 23.91%
43,372 $3.6 Billion
Q3 2023

Nov 06, 2023
BUY
$71.99 - $78.02 $147,507 - $159,862
2,049 Added 6.22%
35,003 $2.55 Billion
Q2 2023

Jul 24, 2023
BUY
$63.6 - $74.95 $1.34 Million - $1.58 Million
21,035 Added 176.48%
32,954 $2.47 Billion
Q1 2023

Apr 26, 2023
BUY
$54.19 - $65.17 $353,698 - $425,364
6,527 Added 121.05%
11,919 $777 Million
Q4 2022

Mar 28, 2023
BUY
$54.31 - $60.76 $292,839 - $327,617
5,392 New
5,392 $300 Million

Others Institutions Holding SCHG

# of Institutions
1,313
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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