Adamsbrown Wealth Consultants LLC Schwab Strategic Tr Us Large C Transaction History

Adamsbrown Wealth Consultants LLC

$329 Million
Q2 2025

A detailed history of Adamsbrown Wealth Consultants LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Adamsbrown Wealth Consultants LLC holds 10,834 shares of SCHG stock, worth $329,245. This represents 0.1% of its overall portfolio holdings.

Number of Shares

10,834

Previous 10,819 0.14%

Holding current value

$329,245

Previous $270,000 17.04%

% of portfolio

0.1%

Previous 0.09%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 08, 2025	BUY	$22.27 - $29.21 $334 - $438	15 Added 0.14%	10,834 $316,000
Q1 2025 Apr 11, 2025	BUY	$24.91 - $29.02 $274 - $319	11 Added 0.1%	10,819 $270,000
Q4 2024 Jan 24, 2025	BUY	$25.93 - $105.3 $210,240 - $853,772	8,108 Added 300.3%	10,808 $301,000
Q3 2024 Oct 11, 2024	SELL	$92.63 - $105.69 $2,223 - $2,536	-24 Reduced 0.88%	2,700 $281,000
Q2 2024 Jul 12, 2024	SELL	$87.04 - $101.61 $43,084 - $50,296	-495 Reduced 15.38%	2,724 $274,000
Q1 2024 Apr 30, 2024	SELL	$80.6 - $93.32 $36,914 - $42,740	-458 Reduced 12.46%	3,219 $298,000
Q4 2023 Jan 29, 2024	BUY	$70.08 - $83.37 $2,733 - $3,251	39 Added 1.07%	3,677 $305,000
Q3 2023 Oct 24, 2023	BUY	$71.99 - $78.02 $3,023 - $3,276	42 Added 1.17%	3,638 $264,000
Q2 2023 Jul 12, 2023	BUY	$63.6 - $74.95 $1,971 - $2,323	31 Added 0.87%	3,596 $269,000
Q1 2023 May 10, 2023	SELL	$54.19 - $65.17 $5,202 - $6,256	-96 Reduced 2.62%	3,565 $232,000
Q4 2022 Jan 27, 2023	SELL	$54.31 - $60.76 $61,261 - $68,537	-1,128 Reduced 23.55%	3,661 $0
Q3 2022 Oct 26, 2022	SELL	$55.81 - $69.25 $33,039 - $40,996	-592 Reduced 11.0%	4,789 $267,000
Q2 2022 Jul 27, 2022	BUY	$55.73 - $76.55 $25,580 - $35,136	459 Added 9.33%	5,381 $312,000
Q1 2022 May 16, 2022	BUY	$65.63 - $82.62 $181,073 - $227,948	2,759 Added 127.55%	4,922 $368,000
Q4 2021 Feb 17, 2022	BUY	$73.11 - $83.4 $158,136 - $180,394	2,163 New	2,163 $354,000

Others Institutions Holding SCHG

# of Institutions

1,589

Shares Held

798M

Call Options Held

298K

Put Options Held

193K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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Adamsbrown Wealth Consultants LLC Schwab Strategic Tr Us Large C Transaction History