Flagship Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Flagship Wealth Advisors, LLC

  • $303 Billion
  • Q3 2025

A detailed history of Flagship Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Flagship Wealth Advisors, LLC holds 203,727 shares of SCHG stock, worth $6.47 Million. This represents 2.14% of its overall portfolio holdings.

Number of Shares
203,727
Previous 135,338 50.53%
Holding current value
$6.47 Million
Previous $3.95 Billion 64.45%
% of portfolio
2.14%
Previous 1.49%

Shares

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

Oct 30, 2025
BUY
$28.92 - $32.19 $1.98 Million - $2.2 Million
68,389 Added 50.53%
203,727 $6.5 Billion
Q2 2025

Aug 07, 2025
SELL
$22.27 - $29.21 $899,373 - $1.18 Million
-40,385 Reduced 22.98%
135,338 $3.95 Billion
Q1 2025

May 09, 2025
BUY
$24.91 - $29.02 $3.5 Million - $4.08 Million
140,611 Added 400.46%
175,723 $4.4 Billion
Q4 2024

Feb 10, 2025
BUY
$25.93 - $105.3 $910,454 - $3.7 Million
35,112 New
35,112 $979 Million

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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