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

Insight Wealth Partners, LLC

$592 Million
Q1 2025

A detailed history of Insight Wealth Partners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Insight Wealth Partners, LLC holds 41,803 shares of SCHG stock, worth $1.26 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

41,803

Previous 44,437 5.93%

Holding current value

$1.26 Million

Previous $1.24 Million 15.51%

% of portfolio

0.18%

Previous 0.17%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$24.91 - $29.02 $65,612 - $76,438	-2,634 Reduced 5.93%	41,803 $1.05 Million
Q4 2024 Feb 14, 2025	BUY	$25.93 - $105.3 $830,045 - $3.37 Million	32,011 Added 257.61%	44,437 $1.24 Million
Q3 2024 Nov 13, 2024	BUY	$92.63 - $105.69 $483,991 - $552,230	5,225 Added 72.56%	12,426 $1.29 Million
Q2 2024 Jul 18, 2024	BUY	$87.04 - $101.61 $175,994 - $205,455	2,022 Added 39.04%	7,201 $726,000
Q1 2024 May 10, 2024	BUY	$80.6 - $93.32 $417,427 - $483,304	5,179 New	5,179 $480,000

Others Institutions Holding SCHG

# of Institutions

1,556

Shares Held

759M

Call Options Held

327K

Put Options Held

193K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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Insight Wealth Partners, LLC Schwab Strategic Tr Us Large C Transaction History