Assured Partners Investment Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Assured Partners Investment Advisors, LLC

  • $518 Billion
  • Q1 2025

A detailed history of Assured Partners Investment Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Assured Partners Investment Advisors, LLC holds 9,648 shares of SCHG stock, worth $245,252. This represents 0.05% of its overall portfolio holdings.

Number of Shares
9,648
Previous 7,216 33.7%
Holding current value
$245,252
Previous $201 Million 20.13%
% of portfolio
0.05%
Previous 0.04%

Shares

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

Apr 22, 2025
BUY
$24.91 - $29.02 $60,581 - $70,576
2,432 Added 33.7%
9,648 $242 Million
Q4 2024

Feb 12, 2025
BUY
$25.93 - $105.3 $187,110 - $759,844
7,216 New
7,216 $201 Million

Others Institutions Holding SCHG

# of Institutions
1,500
Shares Held
737M
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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