Ipsen Advisor Group LLC Schwab Strategic Tr Us Large C Transaction History

Ipsen Advisor Group LLC

  • $131 Billion
  • Q2 2025

A detailed history of Ipsen Advisor Group LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Ipsen Advisor Group LLC holds 15,152 shares of SCHG stock, worth $486,227. This represents 0.34% of its overall portfolio holdings.

Number of Shares
15,152
Previous 15,137 0.1%
Holding current value
$486,227
Previous $379 Million 16.77%
% of portfolio
0.34%
Previous 0.33%

Shares

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

Aug 06, 2025
BUY
$22.27 - $29.21 $334 - $438
15 Added 0.1%
15,152 $443 Million
Q1 2025

Apr 15, 2025
BUY
$24.91 - $29.02 $398 - $464
16 Added 0.11%
15,137 $379 Million
Q4 2024

Feb 11, 2025
BUY
$25.93 - $105.3 $273,924 - $1.11 Million
10,564 Added 231.82%
15,121 $421 Million
Q4 2022

Feb 10, 2023
BUY
$54.31 - $60.76 $247,490 - $276,883
4,557 New
4,557 $253 Million

Others Institutions Holding SCHG

# of Institutions
1,605
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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