Mosaic Family Wealth Partners, LLC Schwab Strategic Tr Us Large C Transaction History

Mosaic Family Wealth Partners, LLC

  • $785 Billion
  • Q2 2025

A detailed history of Mosaic Family Wealth Partners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 17,795 shares of SCHG stock, worth $564,813. This represents 0.07% of its overall portfolio holdings.

Number of Shares
17,795
Previous 17,787 0.04%
Holding current value
$564,813
Previous $445 Million 16.71%
% of portfolio
0.07%
Previous 0.06%

Shares

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

Aug 11, 2025
BUY
$22.27 - $29.21 $178 - $233
8 Added 0.04%
17,795 $520 Million
Q1 2025

May 02, 2025
BUY
$24.91 - $29.02 $249 - $290
10 Added 0.06%
17,787 $445 Million
Q4 2024

Feb 14, 2025
BUY
$25.93 - $105.3 $403,652 - $1.64 Million
15,567 Added 704.39%
17,777 $495 Million
Q1 2024

Jun 13, 2024
BUY
$80.6 - $93.32 $178,126 - $206,237
2,210 New
2,210 $205 Million

Others Institutions Holding SCHG

# of Institutions
1,636
Shares Held
832M
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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