Next Level Wealth Planning, LLC Schwab Strategic Tr Us Large C Transaction History

Next Level Wealth Planning, LLC

  • $177 Billion
  • Q3 2025

A detailed history of Next Level Wealth Planning, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Next Level Wealth Planning, LLC holds 443,757 shares of SCHG stock, worth $14.3 Million. This represents 7.99% of its overall portfolio holdings.

Number of Shares
443,757
Previous 424,116 4.63%
Holding current value
$14.3 Million
Previous $12.4 Billion 14.3%
% of portfolio
7.99%
Previous 7.93%

Shares

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

Oct 30, 2025
BUY
$28.92 - $32.19 $568,017 - $632,243
19,641 Added 4.63%
443,757 $14.2 Billion
Q2 2025

Jul 22, 2025
BUY
$22.27 - $29.21 $822,809 - $1.08 Million
36,947 Added 9.54%
424,116 $12.4 Billion
Q1 2025

May 06, 2025
BUY
$24.91 - $29.02 $424,864 - $494,965
17,056 Added 4.61%
387,169 $9.69 Billion
Q4 2024

Jan 30, 2025
BUY
$25.93 - $105.3 $9.6 Million - $39 Million
370,113 New
370,113 $10.3 Billion

Others Institutions Holding SCHG

# of Institutions
1,685
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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