Moran Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History

Moran Wealth Management, LLC

  • $3.16 Billion
  • Q3 2025

A detailed history of Moran Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Moran Wealth Management, LLC holds 28,628 shares of SCHG stock, worth $908,652. This represents 0.03% of its overall portfolio holdings.

Number of Shares
28,628
Previous 16,079 78.05%
Holding current value
$908,652
Previous $469,000 94.67%
% of portfolio
0.03%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
$28.92 - $32.19 $362,917 - $403,952
12,549 Added 78.05%
28,628 $913,000
Q2 2025

Jul 28, 2025
BUY
$22.27 - $29.21 $358,079 - $469,667
16,079 New
16,079 $469,000

Others Institutions Holding SCHG

# of Institutions
1,630
Shares Held
817M
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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