A detailed history of Bridge Port Financial Solutions, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Bridge Port Financial Solutions, LLC holds 127,672 shares of SCHG stock, worth $3.88 Million. This represents 1.24% of its overall portfolio holdings.

Number of Shares
127,672
Previous 30,415 319.77%
Holding current value
$3.88 Million
Previous $762 Million 389.67%
% of portfolio
1.24%
Previous 0.34%

Shares

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

Jul 22, 2025

BUY
$22.27 - $29.21 $2.17 Million - $2.84 Million
97,257 Added 319.77%
127,672 $3.73 Billion
Q1 2025

Apr 22, 2025

BUY
$24.91 - $29.02 $291,671 - $339,795
11,709 Added 62.59%
30,415 $762 Million
Q4 2024

Feb 28, 2025

BUY
$25.93 - $105.3 $485,046 - $1.97 Million
18,706 New
18,706 $502 Million

Others Institutions Holding SCHG

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
Track This Portfolio

Track Bridge Port Financial Solutions, LLC Portfolio

Follow Bridge Port Financial Solutions, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bridge Port Financial Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bridge Port Financial Solutions, LLC with notifications on news.