Addison Advisors LLC Schwab Strategic Tr Us Large C Transaction History

Addison Advisors LLC

  • $364 Million
  • Q2 2025

A detailed history of Addison Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Addison Advisors LLC holds 40 shares of SCHG stock, worth $1,269. This represents 0.0% of its overall portfolio holdings.

Number of Shares
40
Previous 160 75.0%
Holding current value
$1,269
Previous $4,000 75.0%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 07, 2025
SELL
$22.27 - $29.21 $2,672 - $3,505
-120 Reduced 75.0%
40 $1,000
Q4 2024

Feb 04, 2025
BUY
$25.93 - $105.3 $3,111 - $12,636
120 Added 300.0%
160 $4,000
Q1 2022

Apr 29, 2022
BUY
$65.63 - $82.62 $1,312 - $1,652
20 Added 100.0%
40 $3,000
Q4 2020

Feb 02, 2021
BUY
$55.95 - $64.38 $1,119 - $1,287
20 New
20 $3,000

Others Institutions Holding SCHG

# of Institutions
1,632
Shares Held
816M
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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