Navis Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Navis Wealth Advisors, LLC

  • $129 Million
  • Q3 2025

A detailed history of Navis Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Navis Wealth Advisors, LLC holds 9,726 shares of SCHG stock, worth $313,760. This represents 0.24% of its overall portfolio holdings.

Number of Shares
9,726
Previous 9,702 0.25%
Holding current value
$313,760
Previous $283,000 9.54%
% of portfolio
0.24%
Previous 0.24%

Shares

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

Nov 14, 2025
BUY
$28.92 - $32.19 $694 - $772
24 Added 0.25%
9,726 $310,000
Q2 2025

Aug 13, 2025
SELL
$22.27 - $29.21 $41,199 - $54,038
-1,850 Reduced 16.01%
9,702 $283,000
Q4 2024

Jan 21, 2025
BUY
$25.93 - $105.3 $224,657 - $912,319
8,664 Added 300.0%
11,552 $321,000
Q3 2024

Oct 24, 2024
BUY
$92.63 - $105.69 $267,515 - $305,232
2,888 New
2,888 $300,000

Others Institutions Holding SCHG

# of Institutions
1,684
Shares Held
854M
Call Options Held
543K
Put Options Held
113K
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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