Private Wealth Management Group, LLC Schwab Strategic Tr Intl Small Transaction History

Private Wealth Management Group, LLC

$301 Billion
Q2 2025

A detailed history of Private Wealth Management Group, LLC transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 11,779 shares of SCHC stock, worth $542,305. This represents 0.17% of its overall portfolio holdings.

Number of Shares

11,779

Previous 12,528 5.98%

Holding current value

$542,305

Previous $450 Million 11.6%

% of portfolio

0.17%

Previous 0.17%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	SELL	$32.41 - $42.59 $24,275 - $31,899	-749 Reduced 5.98%	11,779 $502 Million
Q1 2025 May 02, 2025	SELL	$33.57 - $37.22 $8,896 - $9,863	-265 Reduced 2.07%	12,528 $450 Million
Q3 2024 Oct 29, 2024	SELL	$34.48 - $38.87 $17,860 - $20,134	-518 Reduced 3.89%	12,793 $493 Million
Q2 2024 Aug 13, 2024	SELL	$34.12 - $36.71 $8,700 - $9,361	-255 Reduced 1.88%	13,311 $474 Million
Q1 2024 Apr 30, 2024	SELL	$33.2 - $35.86 $12,483 - $13,483	-376 Reduced 2.7%	13,566 $486 Million
Q4 2023 Feb 08, 2024	BUY	$30.0 - $35.05 $418,260 - $488,667	13,942 New	13,942 $486 Million

Others Institutions Holding SCHC

# of Institutions

489

Shares Held

76.2M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR INTL SMALL

Ticker SCHC
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Private Wealth Management Group, LLC Schwab Strategic Tr Intl Small Transaction History