Castleview Partners, LLC Schwab Strategic Tr Us Large C Transaction History

Castleview Partners, LLC

  • $126 Million
  • Q3 2025

A detailed history of Castleview Partners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Castleview Partners, LLC holds 14,669 shares of SCHG stock, worth $465,594. This represents 0.37% of its overall portfolio holdings.

Number of Shares
14,669
Previous 14,309 2.52%
Holding current value
$465,594
Previous $417,000 12.23%
% of portfolio
0.37%
Previous 0.37%

Shares

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

Oct 10, 2025
BUY
$28.92 - $32.19 $10,411 - $11,588
360 Added 2.52%
14,669 $468,000
Q2 2025

Jul 15, 2025
BUY
$22.27 - $29.21 $318,661 - $417,965
14,309 New
14,309 $417,000
Q4 2024

Jan 21, 2025
BUY
$25.93 - $105.3 $84,868 - $344,646
3,273 Added 300.0%
4,364 $121,000
Q3 2024

Oct 21, 2024
BUY
$92.63 - $105.69 $741 - $845
8 Added 0.74%
1,091 $113,000
Q2 2024

Jul 31, 2024
BUY
$87.04 - $101.61 $94,264 - $110,043
1,083 New
1,083 $109,000

Others Institutions Holding SCHG

# of Institutions
1,636
Shares Held
832M
Call Options Held
606K
Put Options Held
163K
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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