Strategic Investment Solutions, Inc. /Il Schwab Strategic Tr Us Large C Transaction History

Strategic Investment Solutions, Inc. /Il

$345 Billion
Q1 2025

A detailed history of Strategic Investment Solutions, Inc. /Il transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Strategic Investment Solutions, Inc. /Il holds 39,318 shares of SCHG stock, worth $1.12 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

39,318

Previous 39,789 1.18%

Holding current value

$1.12 Million

Previous $1.11 Billion 11.22%

% of portfolio

0.29%

Previous 0.37%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$24.91 - $29.02 $11,732 - $13,668	-471 Reduced 1.18%	39,318 $985 Million
Q4 2024 Feb 13, 2025	BUY	$25.93 - $105.3 $771,754 - $3.13 Million	29,763 Added 296.86%	39,789 $1.11 Billion
Q3 2024 Oct 23, 2024	BUY	$92.63 - $105.69 $474,172 - $541,027	5,119 Added 104.32%	10,026 $1.04 Billion
Q2 2024 Aug 29, 2024	SELL	$87.04 - $101.61 $437,027 - $510,183	-5,021 Reduced 50.57%	4,907 $637 Million
Q4 2023 Feb 13, 2024	SELL	$70.08 - $83.37 $43.3 Million - $51.5 Million	-617,257 Reduced 98.42%	9,928 $824 Million
Q3 2023 Nov 14, 2023	BUY	$71.99 - $78.02 $44.6 Million - $48.3 Million	619,692 Added 8270.28%	627,185 $47.2 Billion
Q1 2023 May 15, 2023	BUY	$54.19 - $65.17 $8,291 - $9,971	153 Added 2.08%	7,493 $488 Million
Q4 2022 Feb 14, 2023	BUY	$54.31 - $60.76 $398,635 - $445,978	7,340 New	7,340 $470 Million

Others Institutions Holding SCHG

# of Institutions

1,502

Shares Held

739M

Call Options Held

327K

Put Options Held

193K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
Sector ETFs
Industry ETFs

More about SCHG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Investment Solutions, Inc. /Il, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Investment Solutions, Inc. /Il with notifications on news.

Account

Strategic Investment Solutions, Inc. /Il Schwab Strategic Tr Us Large C Transaction History