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

Holistic Planning, LLC

  • $295 Billion
  • Q1 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 9,754 shares of SCHG stock, worth $247,946. This represents 0.08% of its overall portfolio holdings.

Number of Shares
9,754
Previous 10,604 8.02%
Holding current value
$247,946
Previous $296 Million 17.36%
% of portfolio
0.08%
Previous 0.11%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,496
Shares Held
717M
Call Options Held
296K
Put Options Held
153K
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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