Glass Jacobson Investment Advisors LLC Schwab Strategic Tr Us Large C Transaction History

Glass Jacobson Investment Advisors LLC

$260 Billion
Q2 2025

A detailed history of Glass Jacobson Investment Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Glass Jacobson Investment Advisors LLC holds 1,035 shares of SCHG stock, worth $33,295. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,035

Previous 99,935 98.96%

Holding current value

$33,295

Previous $2.79 Billion 98.91%

% of portfolio

0.01%

Previous 0.91%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 31, 2025	SELL	$22.27 - $29.21 $2.2 Million - $2.89 Million	-98,900 Reduced 98.96%	1,035 $30.2 Million
Q4 2024 Feb 13, 2025	BUY	$25.93 - $105.3 $1.95 Million - $7.92 Million	75,201 Added 304.04%	99,935 $2.79 Billion
Q3 2024 Nov 15, 2024	BUY	$92.63 - $105.69 $15,376 - $17,544	166 Added 0.68%	24,734 $2.58 Billion
Q2 2024 Aug 12, 2024	BUY	$87.04 - $101.61 $161,111 - $188,080	1,851 Added 8.15%	24,568 $2.48 Billion
Q1 2024 Apr 26, 2024	BUY	$80.6 - $93.32 $145,241 - $168,162	1,802 Added 8.62%	22,717 $2.11 Billion
Q4 2023 Jan 22, 2024	BUY	$70.08 - $83.37 $227,619 - $270,785	3,248 Added 18.38%	20,915 $1.74 Billion
Q3 2023 Nov 07, 2023	BUY	$71.99 - $78.02 $156,218 - $169,303	2,170 Added 14.0%	17,667 $1.28 Billion
Q2 2023 Jul 25, 2023	BUY	$63.6 - $74.95 $116,642 - $137,458	1,834 Added 13.42%	15,497 $1.16 Billion
Q4 2022 Feb 06, 2023	BUY	$54.31 - $60.76 $742,037 - $830,163	13,663 New	13,663 $759 Million

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

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Glass Jacobson Investment Advisors LLC Schwab Strategic Tr Us Large C Transaction History