Institute For Wealth Management, Llc. Schwab Strategic Tr Us Large C Transaction History

Institute For Wealth Management, Llc.

  • $874 Million
  • Q2 2025

A detailed history of Institute For Wealth Management, Llc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 239,701 shares of SCHG stock, worth $7.24 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares
239,701
Previous 241,612 0.79%
Holding current value
$7.24 Million
Previous $6.05 Million 15.74%
% of portfolio
0.8%
Previous 0.79%

Shares

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

Jul 18, 2025
SELL
$22.27 - $29.21 $42,557 - $55,820
-1,911 Reduced 0.79%
239,701 $7 Million
Q1 2025

Apr 21, 2025
SELL
$24.91 - $29.02 $48,425 - $56,414
-1,944 Reduced 0.8%
241,612 $6.05 Million
Q4 2024

Jan 23, 2025
BUY
$25.93 - $105.3 $4.69 Million - $19.1 Million
180,930 Added 288.91%
243,556 $6.79 Million
Q3 2024

Nov 12, 2024
BUY
$92.63 - $105.69 $4,631 - $5,284
50 Added 0.08%
62,626 $6.52 Million
Q2 2024

Jul 25, 2024
SELL
$87.04 - $101.61 $25,937 - $30,279
-298 Reduced 0.47%
62,576 $6.31 Million
Q1 2024

Apr 30, 2024
SELL
$80.6 - $93.32 $64,882 - $75,122
-805 Reduced 1.26%
62,874 $5.83 Million
Q4 2023

Jan 31, 2024
SELL
$70.08 - $83.37 $167,771 - $199,587
-2,394 Reduced 3.62%
63,679 $5.28 Million
Q3 2023

Oct 13, 2023
SELL
$71.99 - $78.02 $24,332 - $26,370
-338 Reduced 0.51%
66,073 $4.8 Million
Q2 2023

Jul 25, 2023
SELL
$63.6 - $74.95 $1,844 - $2,173
-29 Reduced 0.04%
66,411 $4.98 Million
Q1 2023

Apr 20, 2023
SELL
$54.19 - $65.17 $60,313 - $72,534
-1,113 Reduced 1.65%
66,440 $4.33 Million
Q4 2022

Feb 02, 2023
SELL
$54.31 - $60.76 $61,153 - $68,415
-1,126 Reduced 1.64%
67,553 $3.75 Million
Q3 2022

Oct 18, 2022
SELL
$55.81 - $69.25 $31,086 - $38,572
-557 Reduced 0.8%
68,679 $3.83 Million
Q2 2022

Jul 25, 2022
SELL
$55.73 - $76.55 $62,696 - $86,118
-1,125 Reduced 1.6%
69,236 $4.02 Million
Q1 2022

Apr 29, 2022
BUY
$65.63 - $82.62 $2.27 Million - $2.86 Million
34,563 Added 96.55%
70,361 $5.26 Million
Q4 2021

Jan 21, 2022
SELL
$73.11 - $83.4 $13,452 - $15,345
-184 Reduced 0.51%
35,798 $5.86 Million
Q3 2021

Nov 15, 2021
SELL
$73.24 - $78.94 $27,977 - $30,155
-382 Reduced 1.05%
35,982 $5.33 Million
Q2 2021

Jul 21, 2021
SELL
$65.3 - $73.24 $7,640 - $8,569
-117 Reduced 0.32%
36,364 $5.31 Million
Q1 2021

May 04, 2021
SELL
$61.41 - $68.35 $25,116 - $27,955
-409 Reduced 1.11%
36,481 $4.74 Million
Q4 2020

Feb 01, 2021
BUY
$55.95 - $64.38 $36,647 - $42,168
655 Added 1.81%
36,890 $4.74 Million
Q3 2020

Nov 03, 2020
BUY
$51.42 - $61.56 $874 - $1,046
17 Added 0.05%
36,235 $4.17 Million
Q2 2020

Jul 30, 2020
BUY
$37.99 - $51.32 $3,874 - $5,234
102 Added 0.28%
36,218 $3.68 Million
Q1 2020

Apr 29, 2020
SELL
$34.6 - $51.17 $588 - $869
-17 Reduced 0.05%
36,116 $2.88 Million
Q4 2019

Feb 27, 2020
BUY
$40.97 - $46.72 $1.34 Million - $1.53 Million
32,776 Added 976.35%
36,133 $3.36 Million
Q4 2019

Jan 27, 2020
SELL
$40.97 - $46.72 $1.34 Million - $1.53 Million
-32,782 Reduced 90.71%
3,357 $3.36 Million
Q3 2019

Oct 28, 2019
BUY
$41.7 - $42.86 $2,085 - $2,143
50 Added 0.14%
36,139 $3.04 Million
Q2 2019

Aug 02, 2019
SELL
N/A
-772 Reduced 2.09%
36,089 $3 Million
Q1 2019

May 15, 2019
BUY
N/A
36,861 New
36,861 $2.93 Million
Q4 2018

Feb 08, 2019
SELL
N/A
-37,581 Closed
0 $0
Q3 2018

Oct 29, 2018
BUY
N/A
118 Added 0.31%
37,581 $3.05 Million
Q2 2018

Aug 10, 2018
SELL
N/A
-290 Reduced 0.77%
37,463 $2.86 Million
Q1 2018

May 15, 2018
SELL
N/A
-886 Reduced 2.29%
37,753 $2.72 Million
Q4 2017

Feb 12, 2018
SELL
N/A
-1,679 Reduced 4.16%
38,639 $2.75 Million
Q3 2017

Nov 14, 2017
SELL
N/A
-626 Reduced 1.53%
40,318 $2.67 Million
Q2 2017

Aug 14, 2017
BUY
N/A
40,944
40,944 $2.57 Million

Others Institutions Holding SCHG

# of Institutions
1,545
Shares Held
758M
Call Options Held
327K
Put Options Held
193K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
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More about SCHG
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