Perissos Private Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History

Perissos Private Wealth Management, LLC

$137 Billion
Q3 2025

A detailed history of Perissos Private Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Perissos Private Wealth Management, LLC holds 157,212 shares of SCHG stock, worth $5.07 Million. This represents 3.65% of its overall portfolio holdings.

Number of Shares

157,212

Previous 154,054 2.05%

Holding current value

$5.07 Million

Previous $4.5 Billion 11.48%

% of portfolio

3.65%

Previous 3.56%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$28.92 - $32.19 $91,329 - $101,656	3,158 Added 2.05%	157,212 $5.02 Billion
Q2 2025 Jul 31, 2025	SELL	$22.27 - $29.21 $7,972 - $10,457	-358 Reduced 0.23%	154,054 $4.5 Billion
Q1 2025 Apr 25, 2025	BUY	$24.91 - $29.02 $5,181 - $6,036	208 Added 0.13%	154,412 $3.87 Billion
Q4 2024 Jan 29, 2025	BUY	$25.93 - $105.3 $3.27 Million - $13.3 Million	126,125 Added 449.18%	154,204 $4.3 Billion
Q3 2024 Nov 12, 2024	BUY	$92.63 - $105.69 $41,312 - $47,137	446 Added 1.61%	28,079 $2.93 Billion

Q2 2024 Aug 09, 2024	BUY	$87.04 - $101.61 $76,682 - $89,518	881 Added 3.29%	27,633 $2.79 Billion
Q1 2024 May 14, 2024	BUY	$80.6 - $93.32 $2.16 Million - $2.5 Million	26,752 New	26,752 $2.48 Billion

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

Ticker SCHG
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Perissos Private Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History