Burt Wealth Advisors Schwab Strategic Tr Us Large C Transaction History

Burt Wealth Advisors

$431 Million
Q2 2025

A detailed history of Burt Wealth Advisors transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Burt Wealth Advisors holds 30,250 shares of SCHG stock, worth $960,135. This represents 0.2% of its overall portfolio holdings.

Number of Shares

30,250

Previous 30,916 2.15%

Holding current value

$960,135

Previous $774,000 14.08%

% of portfolio

0.2%

Previous 0.19%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 09, 2025	SELL	$22.27 - $29.21 $14,831 - $19,453	-666 Reduced 2.15%	30,250 $883,000
Q1 2025 Apr 22, 2025	SELL	$24.91 - $29.02 $49,645 - $57,836	-1,993 Reduced 6.06%	30,916 $774,000
Q4 2024 Feb 06, 2025	BUY	$25.93 - $105.3 $627,246 - $2.55 Million	24,190 Added 277.44%	32,909 $917,000
Q2 2024 Jul 16, 2024	SELL	$87.04 - $101.61 $114,370 - $133,515	-1,314 Reduced 13.1%	8,719 $879,000
Q1 2024 Apr 18, 2024	SELL	$80.6 - $93.32 $4,674 - $5,412	-58 Reduced 0.57%	10,033 $930,000
Q4 2023 Feb 01, 2024	SELL	$70.08 - $83.37 $42,678 - $50,772	-609 Reduced 5.69%	10,091 $837,000
Q1 2022 Apr 19, 2022	BUY	$65.63 - $82.62 $351,120 - $442,017	5,350 Added 100.0%	10,700 $801,000
Q4 2021 Jan 13, 2022	SELL	$73.11 - $83.4 $3,289 - $3,753	-45 Reduced 0.83%	5,350 $876,000
Q2 2021 Jul 14, 2021	SELL	$65.3 - $73.24 $457 - $512	-7 Reduced 0.13%	5,395 $787,000
Q1 2021 Apr 15, 2021	SELL	$61.41 - $68.35 $1,842 - $2,050	-30 Reduced 0.55%	5,402 $701,000
Q3 2020 Nov 10, 2020	SELL	$51.42 - $61.56 $19,282 - $23,085	-375 Reduced 6.46%	5,432 $626,000
Q1 2020 Apr 29, 2020	SELL	$34.6 - $51.17 $15,327 - $22,668	-443 Reduced 7.09%	5,807 $463,000
Q2 2019 Aug 05, 2019	BUY	N/A	30 Added 0.48%	6,250 $520,000
Q1 2019 Apr 24, 2019	SELL	N/A	-51,457 Reduced 89.22%	6,220 $494,000
Q4 2018 Feb 08, 2019	BUY	N/A	57,677 New	57,677 $3.98 Million
Q3 2017 Nov 09, 2017	SELL	N/A	-597 Closed	0 $0
Q2 2017 Aug 07, 2017	BUY	N/A	597	597 $35,000

Others Institutions Holding SCHG

# of Institutions

1,628

Shares Held

815M

Call Options Held

606K

Put Options Held

163K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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Burt Wealth Advisors Schwab Strategic Tr Us Large C Transaction History