Phillips Financial Management, LLC Schwab Strategic Tr Us Large C Transaction History

Phillips Financial Management, LLC

  • $1.45 Billion
  • Q3 2025

A detailed history of Phillips Financial Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Phillips Financial Management, LLC holds 1,016 shares of SCHG stock, worth $32,247. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,016
Previous 1,016 -0.0%
Holding current value
$32,247
Previous $29,000 10.34%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
SELL
$24.91 - $29.02 $51,812 - $60,361
-2,080 Reduced 67.18%
1,016 $25,000
Q4 2024

Feb 10, 2025
BUY
$25.93 - $105.3 $73,693 - $299,262
2,842 Added 1118.9%
3,096 $86,000
Q3 2022

Nov 08, 2022
BUY
$55.81 - $69.25 $14,175 - $17,589
254 New
254 $14,000

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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