Bright Futures Wealth Management, Llc. Schwab Strategic Tr Us Large C Transaction History

Bright Futures Wealth Management, Llc.

  • $111 Million
  • Q3 2025

A detailed history of Bright Futures Wealth Management, Llc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Bright Futures Wealth Management, Llc. holds 19,886 shares of SCHG stock, worth $641,522. This represents 0.57% of its overall portfolio holdings.

Number of Shares
19,886
Previous 15,163 31.15%
Holding current value
$641,522
Previous $379,000 67.28%
% of portfolio
0.57%
Previous 0.43%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$28.92 - $32.19 $136,589 - $152,033
4,723 Added 31.15%
19,886 $634,000
Q1 2025

Apr 22, 2025
SELL
$24.91 - $29.02 $8,344 - $9,721
-335 Reduced 2.16%
15,163 $379,000
Q4 2024

Jan 30, 2025
BUY
$25.93 - $105.3 $401,863 - $1.63 Million
15,498 New
15,498 $431,000

Others Institutions Holding SCHG

# of Institutions
1,683
Shares Held
854M
Call Options Held
543K
Put Options Held
113K
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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