Forefront Wealth Partners, LLC Schwab Strategic Tr Us Large C Transaction History

Forefront Wealth Partners, LLC

  • $146 Billion
  • Q2 2025

A detailed history of Forefront Wealth Partners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Forefront Wealth Partners, LLC holds 45,540 shares of SCHG stock, worth $1.47 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares
45,540
Previous 27,415 66.11%
Holding current value
$1.47 Million
Previous $686 Million 84.89%
% of portfolio
0.87%
Previous 0.47%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 20, 2025
BUY
$22.27 - $29.21 $403,643 - $529,431
18,125 Added 66.11%
45,540 $1.27 Billion
Q1 2025

May 14, 2025
SELL
$24.91 - $29.02 $451,493 - $525,987
-18,125 Reduced 39.8%
27,415 $686 Million
Q4 2024

May 14, 2025
BUY
$25.93 - $105.3 $1.18 Million - $4.8 Million
45,540 New
45,540 $1.27 Billion

Others Institutions Holding SCHG

# of Institutions
1,603
Shares Held
815M
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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