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

Forefront Wealth Partners, LLC

  • $147 Billion
  • Q1 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 27,415 shares of SCHG stock, worth $696,889. This represents 0.47% of its overall portfolio holdings.

Number of Shares
27,415
Previous 45,540 39.8%
Holding current value
$696,889
Previous $1.27 Billion 45.91%
% of portfolio
0.47%
Previous 0.95%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,491
Shares Held
733M
Call Options Held
211K
Put Options Held
185K
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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