Valued Wealth Advisors LLC Schwab Strategic Tr Us Large C Transaction History

Valued Wealth Advisors LLC

  • $216 Billion
  • Q3 2025

A detailed history of Valued Wealth Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 749 shares of SCHG stock, worth $24,162. This represents 0.01% of its overall portfolio holdings.

Number of Shares
749
Previous 1,003 25.32%
Holding current value
$24,162
Previous $29.3 Million 18.36%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Oct 28, 2025
SELL
$28.92 - $32.19 $7,345 - $8,176
-254 Reduced 25.32%
749 $23.9 Million
Q2 2025

Aug 06, 2025
BUY
$22.27 - $29.21 $5,678 - $7,448
255 Added 34.09%
1,003 $29.3 Million
Q1 2025

May 01, 2025
BUY
$24.91 - $29.02 $18,632 - $21,706
748 New
748 $18.7 Million

Others Institutions Holding SCHG

# of Institutions
1,687
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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