Lwm Advisors Inc Schwab Strategic Tr Us Large C Transaction History

Lwm Advisors Inc

  • $111 Billion
  • Q3 2025

A detailed history of Lwm Advisors Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Lwm Advisors Inc holds 9,787 shares of SCHG stock, worth $318,273. This represents 0.28% of its overall portfolio holdings.

Number of Shares
9,787
Previous 10,363 5.56%
Holding current value
$318,273
Previous $303 Million 3.17%
% of portfolio
0.28%
Previous 0.29%

Shares

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

Oct 06, 2025
SELL
$28.92 - $32.19 $16,657 - $18,541
-576 Reduced 5.56%
9,787 $312 Million
Q2 2025

Jul 07, 2025
BUY
$22.27 - $29.21 $22 - $29
1 Added 0.01%
10,363 $303 Million
Q1 2025

May 13, 2025
BUY
$24.91 - $29.02 $258,117 - $300,705
10,362 New
10,362 $269 Million

Others Institutions Holding SCHG

# of Institutions
1,603
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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