Pacific Wealth Strategies Group, Inc. Schwab Strategic Tr Us Large C Transaction History

Pacific Wealth Strategies Group, Inc.

  • $148 Million
  • Q2 2025

A detailed history of Pacific Wealth Strategies Group, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Pacific Wealth Strategies Group, Inc. holds 138,299 shares of SCHG stock, worth $4.18 Million. This represents 2.73% of its overall portfolio holdings.

Number of Shares
138,299
Previous 396,697 65.14%
Holding current value
$4.18 Million
Previous $9.93 Million 59.34%
% of portfolio
2.73%
Previous 7.41%

Shares

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

Aug 05, 2025
SELL
$22.27 - $29.21 $5.75 Million - $7.55 Million
-258,398 Reduced 65.14%
138,299 $4.04 Million
Q1 2025

Apr 25, 2025
SELL
$24.91 - $29.02 $40,279 - $46,925
-1,617 Reduced 0.41%
396,697 $9.93 Million
Q4 2024

Jan 28, 2025
BUY
$25.93 - $105.3 $7.67 Million - $31.1 Million
295,657 Added 288.0%
398,314 $11.1 Million
Q3 2024

Oct 28, 2024
BUY
$92.63 - $105.69 $467,966 - $533,945
5,052 Added 5.18%
102,657 $10.7 Million
Q2 2024

Jul 22, 2024
BUY
$87.04 - $101.61 $88,519 - $103,337
1,017 Added 1.05%
97,605 $9.84 Million
Q1 2024

May 02, 2024
BUY
$80.6 - $93.32 $167,245 - $193,639
2,075 Added 2.2%
96,588 $8.96 Million
Q4 2023

Feb 01, 2024
BUY
$70.08 - $83.37 $192,229 - $228,683
2,743 Added 2.99%
94,513 $7.84 Million
Q3 2023

Nov 06, 2023
BUY
$71.99 - $78.02 $228,640 - $247,791
3,176 Added 3.58%
91,770 $6.67 Million
Q2 2023

Jul 25, 2023
BUY
$63.6 - $74.95 $89,803 - $105,829
1,412 Added 1.62%
88,594 $6.64 Million
Q1 2023

May 02, 2023
BUY
$54.19 - $65.17 $224,725 - $270,259
4,147 Added 4.99%
87,182 $5.68 Million
Q4 2022

Jan 11, 2023
SELL
$54.31 - $60.76 $178,842 - $200,082
-3,293 Reduced 3.81%
83,035 $0
Q3 2022

Oct 18, 2022
SELL
$55.81 - $69.25 $153,868 - $190,922
-2,757 Reduced 3.09%
86,328 $4.82 Million
Q2 2022

Jul 19, 2022
SELL
$55.73 - $76.55 $5 Million - $6.86 Million
-89,630 Reduced 50.15%
89,085 $5.17 Million
Q1 2022

Apr 25, 2022
BUY
$65.63 - $82.62 $5.77 Million - $7.27 Million
87,991 Added 96.99%
178,715 $13.4 Million
Q4 2021

Jan 24, 2022
BUY
$73.11 - $83.4 $82,029 - $93,574
1,122 Added 1.25%
90,724 $14.9 Million
Q3 2021

Oct 14, 2021
BUY
$73.24 - $78.94 $12,670 - $13,656
173 Added 0.19%
89,602 $13.3 Million
Q2 2021

Jul 22, 2021
BUY
$65.3 - $73.24 $330,875 - $371,107
5,067 Added 6.01%
89,429 $13.1 Million
Q1 2021

Apr 26, 2021
BUY
$61.41 - $68.35 $260,808 - $290,282
4,247 Added 5.3%
84,362 $10.9 Million
Q4 2020

Jan 13, 2021
BUY
$55.95 - $64.38 $1.56 Million - $1.79 Million
27,848 Added 53.28%
80,115 $10.4 Million
Q3 2020

Oct 22, 2020
BUY
$51.42 - $61.56 $393,003 - $470,503
7,643 Added 17.13%
52,267 $6.02 Million
Q2 2020

Jul 17, 2020
SELL
$37.99 - $51.32 $33,241 - $44,905
-875 Reduced 1.92%
44,624 $4.53 Million
Q1 2020

Apr 13, 2020
SELL
$34.6 - $51.17 $1.09 Million - $1.62 Million
-31,605 Reduced 40.99%
45,499 $3.62 Million
Q4 2019

Jan 15, 2020
BUY
$40.97 - $46.72 $12,577 - $14,343
307 Added 0.4%
77,104 $7.16 Million
Q3 2019

Oct 09, 2019
BUY
$41.7 - $42.86 $61,507 - $63,218
1,475 Added 1.96%
76,797 $6.45 Million
Q2 2019

Jul 10, 2019
SELL
N/A
-695 Reduced 0.91%
75,322 $6.27 Million
Q1 2019

Apr 22, 2019
SELL
N/A
-913 Reduced 1.19%
76,017 $6.04 Million
Q4 2018

Feb 12, 2019
BUY
N/A
2,274 Added 3.05%
76,930 $5.3 Million
Q3 2018

Mar 06, 2019
SELL
N/A
-947 Reduced 1.25%
74,656 $6.12 Million
Q2 2018

Mar 06, 2019
SELL
N/A
-1,720 Reduced 2.22%
75,603 $5.73 Million
Q1 2018

Mar 06, 2019
BUY
N/A
1,162 Added 1.53%
77,323 $5.55 Million
Q4 2017

Mar 06, 2019
SELL
N/A
-13,313 Reduced 14.88%
76,161 $5.39 Million
Q3 2017

Mar 06, 2019
BUY
N/A
7,035 Added 8.53%
89,474 $5.91 Million
Q2 2017

Mar 06, 2019
BUY
N/A
353 Added 0.43%
82,439 $5.21 Million
Q1 2017

Mar 06, 2019
BUY
N/A
2,555 Added 3.21%
82,086 $4.97 Million
Q4 2016

Mar 06, 2019
BUY
N/A
79,531
79,531 $4.44 Million

Others Institutions Holding SCHG

# of Institutions
1,566
Shares Held
767M
Call Options Held
298K
Put Options Held
193K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
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