Angeles Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History

Angeles Wealth Management, LLC

$1.2 Billion
Q1 2025

A detailed history of Angeles Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Angeles Wealth Management, LLC holds 2,665,995 shares of SCHG stock, worth $67.8 Million. This represents 5.57% of its overall portfolio holdings.

Number of Shares

2,665,995

Previous 1,999,984 33.3%

Holding current value

$67.8 Million

Previous $55.7 Million 19.77%

% of portfolio

5.57%

Previous 4.62%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	BUY	$24.91 - $29.02 $16.6 Million - $19.3 Million	666,011 Added 33.3%	2,665,995 $66.8 Million
Q4 2024 Jan 28, 2025	BUY	$25.93 - $105.3 $40.3 Million - $164 Million	1,552,824 Added 347.26%	1,999,984 $55.7 Million
Q3 2024 Oct 29, 2024	BUY	$92.63 - $105.69 $4.83 Million - $5.51 Million	52,135 Added 13.2%	447,160 $46.6 Million
Q2 2024 Aug 07, 2024	BUY	$87.04 - $101.61 $13 Million - $15.1 Million	148,942 Added 60.53%	395,025 $39.8 Million
Q1 2024 May 08, 2024	BUY	$80.6 - $93.32 $19.8 Million - $23 Million	246,083 New	246,083 $22.8 Million

Others Institutions Holding SCHG

# of Institutions

1,497

Shares Held

737M

Call Options Held

327K

Put Options Held

193K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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Angeles Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History