Congress Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History

Congress Wealth Management LLC

$9.76 Billion
Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Congress Wealth Management LLC holds 263,011 shares of SCHG stock, worth $7.99 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

263,011

Previous 215,824 21.86%

Holding current value

$7.99 Million

Previous $5.4 Million 42.15%

% of portfolio

0.08%

Previous 0.07%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$22.27 - $29.21 $1.05 Million - $1.38 Million	47,187 Added 21.86%	263,011 $7.68 Million
Q1 2025 May 14, 2025	BUY	$24.91 - $29.02 $2.05 Million - $2.39 Million	82,192 Added 61.51%	215,824 $5.4 Million
Q4 2024 Feb 11, 2025	BUY	$25.93 - $105.3 $2.64 Million - $10.7 Million	102,004 Added 322.51%	133,632 $3.72 Million
Q3 2024 Nov 12, 2024	SELL	$92.63 - $105.69 $164,510 - $187,705	-1,776 Reduced 5.32%	31,628 $3.3 Million
Q2 2024 Aug 13, 2024	BUY	$87.04 - $101.61 $229,437 - $267,843	2,636 Added 8.57%	33,404 $3.37 Million
Q1 2024 Apr 18, 2024	BUY	$80.6 - $93.32 $10,397 - $12,038	129 Added 0.42%	30,768 $2.85 Million
Q4 2023 Feb 09, 2024	BUY	$70.08 - $83.37 $74,214 - $88,288	1,059 Added 3.58%	30,639 $2.54 Million
Q3 2023 Oct 30, 2023	BUY	$71.99 - $78.02 $2.13 Million - $2.31 Million	29,580 New	29,580 $2.15 Million
Q1 2022 May 16, 2022	SELL	$65.63 - $82.62 $135,329 - $170,362	-2,062 Closed	0 $0
Q4 2021 Feb 04, 2022	BUY	$73.11 - $83.4 $150,752 - $171,970	2,062 New	2,062 $338,000

Others Institutions Holding SCHG

# of Institutions

1,589

Shares Held

798M

Call Options Held

298K

Put Options Held

193K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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Congress Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History