Paradigm, Strategies In Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History

Paradigm, Strategies In Wealth Management, LLC

$145 Million
Q2 2025

A detailed history of Paradigm, Strategies In Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Paradigm, Strategies In Wealth Management, LLC holds 728,410 shares of SCHG stock, worth $23.4 Million. This represents 14.67% of its overall portfolio holdings.

Number of Shares

728,410

Previous 719,203 1.28%

Holding current value

$23.4 Million

Previous $18 Million 18.15%

% of portfolio

14.67%

Previous 12.8%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 01, 2025	BUY	$22.27 - $29.21 $205,039 - $268,936	9,207 Added 1.28%	728,410 $21.3 Million
Q1 2025 May 07, 2025	SELL	$24.91 - $29.02 $647,934 - $754,839	-26,011 Reduced 3.49%	719,203 $18 Million
Q4 2024 Jan 14, 2025	BUY	$25.93 - $105.3 $14.3 Million - $58 Million	550,654 Added 283.03%	745,214 $20.8 Million
Q3 2024 Oct 24, 2024	BUY	$92.63 - $105.69 $466,114 - $531,832	5,032 Added 2.66%	194,560 $20.3 Million
Q2 2024 Jul 30, 2024	SELL	$87.04 - $101.61 $637,132 - $743,785	-7,320 Reduced 3.72%	189,528 $19.1 Million
Q1 2024 May 02, 2024	SELL	$80.6 - $93.32 $2,740 - $3,172	-34 Reduced 0.02%	196,848 $18.3 Million
Q4 2023 Jan 26, 2024	SELL	$70.08 - $83.37 $470,096 - $559,245	-6,708 Reduced 3.29%	196,882 $16.3 Million
Q3 2023 Oct 25, 2023	SELL	$71.99 - $78.02 $180,118 - $195,206	-2,502 Reduced 1.21%	203,590 $14.8 Million
Q2 2023 Jul 19, 2023	SELL	$63.6 - $74.95 $444,945 - $524,350	-6,996 Reduced 3.28%	206,092 $15.4 Million
Q1 2023 May 02, 2023	BUY	$54.19 - $65.17 $128,809 - $154,909	2,377 Added 1.13%	213,088 $13.9 Million
Q4 2022 Jan 20, 2023	BUY	$54.31 - $60.76 $1.45 Million - $1.63 Million	26,785 Added 14.56%	210,711 $0
Q3 2022 Nov 09, 2022	BUY	$55.81 - $69.25 $407,524 - $505,663	7,302 Added 4.13%	183,926 $10.3 Million
Q2 2022 Jul 18, 2022	BUY	$55.73 - $76.55 $7.14 Million - $9.81 Million	128,194 Added 264.7%	176,624 $10.2 Million
Q1 2022 Apr 18, 2022	BUY	$65.63 - $82.62 $1.82 Million - $2.29 Million	27,659 Added 133.16%	48,430 $3.62 Million
Q4 2021 Feb 08, 2022	BUY	$73.11 - $83.4 $1,754 - $2,001	24 Added 0.12%	20,771 $3.4 Million
Q3 2021 Oct 15, 2021	BUY	$73.24 - $78.94 $20,360 - $21,945	278 Added 1.36%	20,747 $3.07 Million
Q2 2021 Jul 30, 2021	BUY	$65.3 - $73.24 $7,313 - $8,202	112 Added 0.55%	20,469 $2.99 Million
Q1 2021 Apr 29, 2021	BUY	$61.41 - $68.35 $1.25 Million - $1.39 Million	20,357 New	20,357 $2.64 Million

Others Institutions Holding SCHG

# of Institutions

1,604

Shares Held

816M

Call Options Held

606K

Put Options Held

163K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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Paradigm, Strategies In Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History