All Gen Financial Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History

All Gen Financial Advisors, Inc.

$372 Billion
Q2 2025

A detailed history of All Gen Financial Advisors, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, All Gen Financial Advisors, Inc. holds 129,888 shares of SCHG stock, worth $3.95 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares

129,888

Previous 499,077 73.97%

Holding current value

$3.95 Million

Previous $12.5 Billion 69.64%

% of portfolio

1.02%

Previous 3.7%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	SELL	$22.27 - $29.21 $8.22 Million - $10.8 Million	-369,189 Reduced 73.97%	129,888 $3.79 Billion
Q1 2025 May 06, 2025	BUY	$24.91 - $29.02 $1.67 Million - $1.95 Million	67,110 Added 15.54%	499,077 $12.5 Billion
Q4 2024 Feb 12, 2025	BUY	$25.93 - $105.3 $8.17 Million - $33.2 Million	314,972 Added 269.22%	431,967 $12 Billion
Q3 2024 Oct 24, 2024	SELL	$92.63 - $105.69 $2.01 Million - $2.3 Million	-21,715 Reduced 15.65%	116,995 $12.2 Billion
Q2 2024 Aug 12, 2024	SELL	$87.04 - $101.61 $179,302 - $209,316	-2,060 Reduced 1.46%	138,710 $14 Billion
Q1 2024 Apr 23, 2024	SELL	$80.6 - $93.32 $981,869 - $1.14 Million	-12,182 Reduced 7.96%	140,770 $13.1 Billion
Q4 2023 Feb 06, 2024	BUY	$70.08 - $83.37 $6.89 Million - $8.2 Million	98,323 Added 179.98%	152,952 $12.7 Billion
Q3 2023 Oct 16, 2023	BUY	$71.99 - $78.02 $3.93 Million - $4.26 Million	54,629 New	54,629 $3.97 Billion

Others Institutions Holding SCHG

# of Institutions

1,577

Shares Held

766M

Call Options Held

298K

Put Options Held

193K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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All Gen Financial Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History