Quotient Wealth Partners, LLC Schwab Strategic Tr Us Large C Transaction History

Quotient Wealth Partners, LLC

$3.65 Trillion
Q3 2025

A detailed history of Quotient Wealth Partners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Quotient Wealth Partners, LLC holds 128,552 shares of SCHG stock, worth $4.1 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

128,552

Previous 130,447 1.45%

Holding current value

$4.1 Million

Previous $3.81 Billion 7.66%

% of portfolio

0.11%

Previous 0.11%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 10, 2025	SELL	$28.92 - $32.19 $54,803 - $61,000	-1,895 Reduced 1.45%	128,552 $4.1 Billion
Q2 2025 Jul 29, 2025	SELL	$22.27 - $29.21 $343,514 - $450,564	-15,425 Reduced 10.57%	130,447 $3.81 Billion
Q1 2025 Apr 30, 2025	BUY	$24.91 - $29.02 $2.3 Million - $2.67 Million	92,157 Added 171.57%	145,872 $3.65 Billion
Q4 2024 Jan 28, 2025	BUY	$25.93 - $105.3 $1.05 Million - $4.25 Million	40,358 Added 302.15%	53,715 $1.5 Billion
Q3 2024 Oct 09, 2024	BUY	$92.63 - $105.69 $644,241 - $735,073	6,955 Added 108.64%	13,357 $1.39 Billion
Q2 2024 Jul 24, 2024	BUY	$87.04 - $101.61 $557,230 - $650,507	6,402 New	6,402 $646 Million

Others Institutions Holding SCHG

# of Institutions

1,617

Shares Held

816M

Call Options Held

606K

Put Options Held

163K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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Quotient Wealth Partners, LLC Schwab Strategic Tr Us Large C Transaction History