Blue Rock Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History

Blue Rock Wealth Management LLC

  • $118 Billion
  • Q1 2025

A detailed history of Blue Rock Wealth Management LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Blue Rock Wealth Management LLC holds 390,729 shares of SCHG stock, worth $10.6 Million. This represents 8.29% of its overall portfolio holdings.

Number of Shares
390,729
Previous 363,351 7.53%
Holding current value
$10.6 Million
Previous $10.1 Billion 3.38%
% of portfolio
8.29%
Previous 10.64%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 20, 2025
BUY
$24.91 - $29.02 $681,985 - $794,509
27,378 Added 7.53%
390,729 $9.78 Billion
Q4 2024

Feb 14, 2025
BUY
$25.93 - $105.3 $9.42 Million - $38.3 Million
363,351 New
363,351 $10.1 Billion

Others Institutions Holding SCHG

# of Institutions
1,498
Shares Held
739M
Call Options Held
327K
Put Options Held
193K
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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