Long View Wealth Management Schwab Strategic Tr Us Large C Transaction History

Long View Wealth Management

$330 Billion
Q2 2025

A detailed history of Long View Wealth Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Long View Wealth Management holds 40,788 shares of SCHG stock, worth $1.19 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares

40,788

Previous 182,243 77.62%

Holding current value

$1.19 Million

Previous $4.56 Billion 73.89%

% of portfolio

0.36%

Previous 1.37%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 11, 2025	SELL	$22.27 - $29.21 $3.15 Million - $4.13 Million	-141,455 Reduced 77.62%	40,788 $1.19 Billion
Q1 2025 Apr 21, 2025	BUY	$24.91 - $29.02 $676,655 - $788,299	27,164 Added 17.52%	182,243 $4.56 Billion
Q4 2024 Jan 15, 2025	BUY	$25.93 - $105.3 $3.09 Million - $12.5 Million	119,061 Added 330.56%	155,079 $4.32 Billion
Q3 2024 Oct 09, 2024	BUY	$92.63 - $105.69 $472,227 - $538,807	5,098 Added 16.49%	36,018 $3.75 Billion
Q2 2024 Jul 22, 2024	SELL	$87.04 - $101.61 $201,671 - $235,430	-2,317 Reduced 6.97%	30,920 $3.12 Billion
Q1 2024 Apr 16, 2024	BUY	$80.6 - $93.32 $170,307 - $197,185	2,113 Added 6.79%	33,237 $3.08 Billion
Q4 2023 Jan 10, 2024	BUY	$70.08 - $83.37 $2.18 Million - $2.59 Million	31,124 New	31,124 $2.57 Billion

Others Institutions Holding SCHG

# of Institutions

1,520

Shares Held

745M

Call Options Held

327K

Put Options Held

193K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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Long View Wealth Management Schwab Strategic Tr Us Large C Transaction History