Holistic Planning, LLC Schwab Strategic Tr Us Large C Transaction History

Holistic Planning, LLC

  • $349 Billion
  • Q2 2025

A detailed history of Holistic Planning, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Holistic Planning, LLC holds 10,754 shares of SCHG stock, worth $326,814. This represents 0.09% of its overall portfolio holdings.

Number of Shares
10,754
Previous 9,754 10.25%
Holding current value
$326,814
Previous $244 Million 28.61%
% of portfolio
0.09%
Previous 0.08%

Shares

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

Jul 28, 2025
BUY
$22.27 - $29.21 $22,270 - $29,210
1,000 Added 10.25%
10,754 $314 Million
Q1 2025

Apr 23, 2025
SELL
$24.91 - $29.02 $21,173 - $24,667
-850 Reduced 8.02%
9,754 $244 Million
Q4 2024

Jan 24, 2025
BUY
$25.93 - $105.3 $220,482 - $895,365
8,503 Added 404.71%
10,604 $296 Million
Q3 2024

Nov 01, 2024
BUY
$92.63 - $105.69 $194,615 - $222,054
2,101 New
2,101 $219 Million

Others Institutions Holding SCHG

# of Institutions
1,584
Shares Held
803M
Call Options Held
298K
Put Options Held
193K
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 Holistic Planning, LLC Portfolio

Follow Holistic Planning, LLC 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 Holistic Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Holistic Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email