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

Insight Wealth Strategies, LLC

  • $788 Million
  • Q3 2025

A detailed history of Insight Wealth Strategies, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 7,893 shares of SCHG stock, worth $250,523. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,893
Previous 7,891 0.03%
Holding current value
$250,523
Previous $230,000 9.13%
% of portfolio
0.03%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 06, 2025
BUY
$28.92 - $32.19 $57 - $64
2 Added 0.03%
7,893 $251,000
Q2 2025

Jul 07, 2025
BUY
$22.27 - $29.21 $175,732 - $230,496
7,891 New
7,891 $230,000
Q4 2024

Jan 06, 2025
BUY
$25.93 - $105.3 $153,401 - $622,954
5,916 Added 300.0%
7,888 $219,000
Q3 2024

Oct 07, 2024
SELL
$92.63 - $105.69 $23,250 - $26,528
-251 Reduced 11.29%
1,972 $205,000
Q1 2024

Apr 05, 2024
BUY
$80.6 - $93.32 $179,173 - $207,450
2,223 New
2,223 $206,000

Others Institutions Holding SCHG

# of Institutions
1,617
Shares Held
816M
Call Options Held
606K
Put Options Held
163K
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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