Montis Financial, LLC Schwab Strategic Tr Us Large C Transaction History

Montis Financial, LLC

  • $338 Million
  • Q1 2025

A detailed history of Montis Financial, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Montis Financial, LLC holds 75,627 shares of SCHG stock, worth $2.16 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares
75,627
Previous 83,721 9.67%
Holding current value
$2.16 Million
Previous $2.33 Million 18.86%
% of portfolio
0.56%
Previous 0.72%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
SELL
$24.91 - $29.02 $201,621 - $234,887
-8,094 Reduced 9.67%
75,627 $1.89 Million
Q4 2024

Feb 10, 2025
BUY
$25.93 - $105.3 $2.17 Million - $8.82 Million
83,721 New
83,721 $2.33 Million

Others Institutions Holding SCHG

# of Institutions
1,502
Shares Held
739M
Call Options Held
327K
Put Options Held
193K
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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