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

Werba Rubin Papier Wealth Management

$345 Billion
Q1 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 43,113 shares of SCHG stock, worth $4.5 Million. This represents 1.16% of its overall portfolio holdings.

Number of Shares

43,113

Previous 43,372 0.6%

Holding current value

$4.5 Million

Previous $3.6 Billion 11.07%

% of portfolio

1.16%

Previous 1.22%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,188

Shares Held

165M

Call Options Held

148K

Put Options Held

24.3K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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