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

Westmount Partners, LLC

  • $329 Billion
  • Q4 2024

A detailed history of Westmount Partners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Westmount Partners, LLC holds 20,117 shares of SCHG stock, worth $576,955. This represents 0.17% of its overall portfolio holdings.

Number of Shares
20,117
Previous 5,027 300.18%
Holding current value
$576,955
Previous $524 Million 7.06%
% of portfolio
0.17%
Previous 0.16%

Shares

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

Jan 13, 2025
BUY
$25.93 - $105.3 $391,283 - $1.59 Million
15,090 Added 300.18%
20,117 $561 Million
Q3 2024

Jan 13, 2025
BUY
$92.63 - $105.69 $465,651 - $531,303
5,027 New
5,027 $524 Million
Q2 2024

Jan 28, 2025
BUY
$87.04 - $101.61 $174 - $203
2 Added 0.04%
5,024 $511 Million
Q1 2024

Jan 28, 2025
SELL
$80.6 - $93.32 $1,370 - $1,586
-17 Reduced 0.34%
5,022 $466 Million
Q4 2023

Jan 28, 2025
BUY
$70.08 - $83.37 $58,166 - $69,197
830 Added 19.72%
5,039 $418 Million
Q3 2023

Jan 28, 2025
BUY
$71.99 - $78.02 $143 - $156
2 Added 0.05%
4,209 $306 Million
Q2 2023

Jan 28, 2025
SELL
$63.6 - $74.95 $1.01 Million - $1.19 Million
-15,910 Reduced 79.09%
4,207 $315 Million
Q1 2023

Jan 29, 2025
SELL
$54.19 - $65.17 $856,852 - $1.03 Million
-15,812 Reduced 78.6%
4,305 $281 Million
Q4 2022

Jan 28, 2025
SELL
$54.31 - $60.76 $845,172 - $945,547
-15,562 Reduced 77.36%
4,555 $253 Million

Others Institutions Holding SCHG

# of Institutions
1,358
Shares Held
1.87B
Call Options Held
140K
Put Options Held
96.3K
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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