Regimen Wealth, LLC Schwab Strategic Tr Us Large C Transaction History

Regimen Wealth, LLC

  • $322 Billion
  • Q2 2025

A detailed history of Regimen Wealth, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Regimen Wealth, LLC holds 412,394 shares of SCHG stock, worth $13.1 Million. This represents 3.74% of its overall portfolio holdings.

Number of Shares
412,394
Previous 529,322 22.09%
Holding current value
$13.1 Million
Previous $13.3 Billion 9.15%
% of portfolio
3.74%
Previous 4.26%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
SELL
$22.27 - $29.21 $2.6 Million - $3.42 Million
-116,928 Reduced 22.09%
412,394 $12 Billion
Q1 2025

May 14, 2025
BUY
$24.91 - $29.02 $68,004 - $79,224
2,730 Added 0.52%
529,322 $13.3 Billion
Q4 2024

Feb 13, 2025
BUY
$25.93 - $105.3 $9.9 Million - $40.2 Million
381,800 Added 263.69%
526,592 $14.7 Billion
Q3 2024

Nov 13, 2024
BUY
$92.63 - $105.69 $66,137 - $75,462
714 Added 0.5%
144,792 $15.1 Billion
Q2 2024

Aug 14, 2024
BUY
$87.04 - $101.61 $27,504 - $32,108
316 Added 0.22%
144,078 $14.5 Billion
Q1 2024

May 14, 2024
SELL
$80.6 - $93.32 $1.52 Million - $1.76 Million
-18,847 Reduced 11.59%
143,762 $13.3 Billion
Q4 2023

Feb 13, 2024
SELL
$70.08 - $83.37 $2.44 Million - $2.91 Million
-34,854 Reduced 17.65%
162,609 $13.6 Billion
Q3 2023

Nov 13, 2023
BUY
$71.99 - $78.02 $60,111 - $65,146
835 Added 0.42%
197,463 $14.4 Billion
Q2 2023

Aug 08, 2023
BUY
$63.6 - $74.95 $623,534 - $734,809
9,804 Added 5.25%
196,628 $14.7 Billion
Q1 2023

May 05, 2023
SELL
$54.19 - $65.17 $3.31 Million - $3.98 Million
-61,129 Reduced 24.65%
186,824 $12.8 Billion
Q4 2022

Feb 06, 2023
BUY
$54.31 - $60.76 $13.5 Million - $15.1 Million
247,953 New
247,953 $13.7 Billion

Others Institutions Holding SCHG

# of Institutions
1,624
Shares Held
816M
Call Options Held
606K
Put Options Held
163K
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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