Wr Wealth Planners, LLC Schwab Strategic Tr Us Large C Transaction History

Wr Wealth Planners, LLC

  • $301 Million
  • Q4 2024

A detailed history of Wr Wealth Planners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 6,385 shares of SCHG stock, worth $205,980. This represents 0.06% of its overall portfolio holdings.

Number of Shares
6,385
Previous 2,891 120.86%
Holding current value
$205,980
Previous $301,000 41.2%
% of portfolio
0.06%
Previous 0.09%

Shares

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

Feb 05, 2025
BUY
$25.93 - $105.3 $90,599 - $367,918
3,494 Added 120.86%
6,385 $177,000
Q3 2024

Oct 17, 2024
BUY
$92.63 - $105.69 $200,173 - $228,396
2,161 Added 296.03%
2,891 $301,000
Q2 2024

Jul 31, 2024
BUY
$87.04 - $101.61 $13,491 - $15,749
155 Added 26.96%
730 $73,000
Q1 2024

Jul 31, 2024
BUY
$80.6 - $93.32 $46,345 - $53,658
575 New
575 $53,000
Q3 2023

Aug 01, 2024
SELL
$71.99 - $78.02 $4,391 - $4,759
-61 Reduced 30.35%
140 $10.2 Million
Q2 2023

Aug 01, 2024
SELL
$63.6 - $74.95 $33,644 - $39,648
-529 Reduced 72.47%
201 $15.1 Million

Others Institutions Holding SCHG

# of Institutions
1,684
Shares Held
855M
Call Options Held
543K
Put Options Held
113K
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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