Modern Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History

Modern Wealth Management, LLC

  • $5.05 Trillion
  • Q3 2025

A detailed history of Modern Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Modern Wealth Management, LLC holds 12,688 shares of SCHG stock, worth $409,314. This represents 0.01% of its overall portfolio holdings.

Number of Shares
12,688
Holding current value
$409,314
% of portfolio
0.01%

Shares

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

Nov 12, 2025
BUY
$28.92 - $32.19 $366,936 - $408,426
12,688 New
12,688 $405 Million

Others Institutions Holding SCHG

# of Institutions
1,674
Shares Held
849M
Call Options Held
594K
Put Options Held
118K
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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