Falcon Wealth Planning Schwab Strategic Tr Us Large C Transaction History

Falcon Wealth Planning

  • $1 Billion
  • Q3 2025

A detailed history of Falcon Wealth Planning transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Falcon Wealth Planning holds 13,043 shares of SCHG stock, worth $413,984. This represents 0.04% of its overall portfolio holdings.

Number of Shares
13,043
Previous 9,530 36.86%
Holding current value
$413,984
Previous $278,000 49.64%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Oct 10, 2025
BUY
$28.92 - $32.19 $101,595 - $113,083
3,513 Added 36.86%
13,043 $416,000
Q2 2025

Jul 16, 2025
SELL
$22.27 - $29.21 $11,647 - $15,276
-523 Reduced 5.2%
9,530 $278,000
Q1 2025

Apr 24, 2025
SELL
$24.91 - $29.02 $23,116 - $26,930
-928 Reduced 8.45%
10,053 $251,000
Q4 2024

Jan 22, 2025
BUY
$25.93 - $105.3 $284,737 - $1.16 Million
10,981 New
10,981 $306,000

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
Track This Portfolio

Track Falcon Wealth Planning Portfolio

Follow Falcon Wealth Planning 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 Falcon Wealth Planning, based on Form 13F filings with the SEC.

News

Stay updated on Falcon Wealth Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email