West Branch Capital LLC Schwab Strategic Tr Us Large C Transaction History

West Branch Capital LLC

  • $297 Million
  • Q4 2024

A detailed history of West Branch Capital LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, West Branch Capital LLC holds 21,328 shares of SCHG stock, worth $615,739. This represents 0.2% of its overall portfolio holdings.

Number of Shares
21,328
Previous 5,329 300.23%
Holding current value
$615,739
Previous $555,000 7.03%
% of portfolio
0.2%
Previous 0.2%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
BUY
$25.93 - $105.3 $414,854 - $1.68 Million
15,999 Added 300.23%
21,328 $594,000
Q3 2024

Oct 18, 2024
BUY
$92.63 - $105.69 $1,018 - $1,162
11 Added 0.21%
5,329 $555,000
Q1 2024

Apr 23, 2024
BUY
$80.6 - $93.32 $428,630 - $496,275
5,318 New
5,318 $493,000

Others Institutions Holding SCHG

# of Institutions
1,437
Shares Held
2.18B
Call Options Held
167K
Put Options Held
96.6K
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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