Sea Crest Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History

Sea Crest Wealth Management, LLC

  • $882 Million
  • Q3 2025

A detailed history of Sea Crest Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 530,347 shares of SCHG stock, worth $17.1 Million. This represents 1.92% of its overall portfolio holdings.

Number of Shares
530,347
Previous 516,338 2.71%
Holding current value
$17.1 Million
Previous $15.1 Million 12.21%
% of portfolio
1.92%
Previous 1.73%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
$28.92 - $32.19 $405,140 - $450,949
14,009 Added 2.71%
530,347 $16.9 Million
Q2 2025

Jul 11, 2025
BUY
$22.27 - $29.21 $674,046 - $884,099
30,267 Added 6.23%
516,338 $15.1 Million
Q1 2025

Apr 11, 2025
SELL
$24.91 - $29.02 $599,633 - $698,569
-24,072 Reduced 4.72%
486,071 $12.2 Million
Q4 2024

Jan 14, 2025
BUY
$25.93 - $105.3 $9.99 Million - $40.6 Million
385,135 Added 308.09%
510,143 $14.2 Million
Q3 2024

Oct 16, 2024
BUY
$92.63 - $105.69 $271,869 - $310,200
2,935 Added 2.4%
125,008 $13 Million
Q2 2024

Jul 19, 2024
BUY
$87.04 - $101.61 $1.22 Million - $1.43 Million
14,046 Added 13.0%
122,073 $12.3 Million
Q1 2024

Apr 18, 2024
BUY
$80.6 - $93.32 $155,799 - $180,387
1,933 Added 1.82%
108,027 $10 Million
Q4 2023

Jan 18, 2024
SELL
$70.08 - $83.37 $578,510 - $688,219
-8,255 Reduced 7.22%
106,094 $8.8 Million
Q3 2023

Oct 12, 2023
BUY
$71.99 - $78.02 $337,057 - $365,289
4,682 Added 4.27%
114,349 $8.32 Million
Q2 2023

Jul 14, 2023
BUY
$63.6 - $74.95 $454,676 - $535,817
7,149 Added 6.97%
109,667 $8.22 Million
Q1 2023

May 11, 2023
BUY
$54.19 - $65.17 $169,723 - $204,112
3,132 Added 3.15%
102,518 $6.68 Million
Q4 2022

Feb 14, 2023
SELL
$54.31 - $60.76 $2,878 - $3,220
-53 Reduced 0.05%
99,386 $5.52 Million
Q3 2022

Nov 14, 2022
BUY
$55.81 - $69.25 $330,171 - $409,683
5,916 Added 6.33%
99,439 $5.55 Million
Q2 2022

Aug 09, 2022
BUY
$55.73 - $76.55 $96,914 - $133,120
1,739 Added 1.89%
93,523 $5.42 Million
Q1 2022

May 16, 2022
BUY
$65.63 - $82.62 $3.34 Million - $4.21 Million
50,903 Added 124.52%
91,784 $6.87 Million
Q4 2021

Feb 11, 2022
SELL
$73.11 - $83.4 $64,409 - $73,475
-881 Reduced 2.11%
40,881 $6.69 Million
Q3 2021

Nov 16, 2021
BUY
$73.24 - $78.94 $175,483 - $189,140
2,396 Added 6.09%
41,762 $6.19 Million
Q2 2021

Aug 12, 2021
SELL
$65.3 - $73.24 $41,661 - $46,727
-638 Reduced 1.59%
39,366 $5.75 Million
Q1 2021

May 17, 2021
SELL
$61.41 - $68.35 $14,554 - $16,198
-237 Reduced 0.59%
40,004 $5.19 Million
Q4 2020

Feb 09, 2021
SELL
$55.95 - $64.38 $102,332 - $117,751
-1,829 Reduced 4.35%
40,241 $5.17 Million
Q3 2020

Nov 12, 2020
SELL
$51.42 - $61.56 $62,063 - $74,302
-1,207 Reduced 2.79%
42,070 $4.85 Million
Q2 2020

Jul 27, 2020
SELL
$37.99 - $51.32 $29,974 - $40,491
-789 Reduced 1.79%
43,277 $4.39 Million
Q1 2020

May 13, 2020
SELL
$34.6 - $51.17 $31,797 - $47,025
-919 Reduced 2.04%
44,066 $3.51 Million
Q4 2019

Jan 22, 2020
SELL
$40.97 - $46.72 $10,734 - $12,240
-262 Reduced 0.58%
44,985 $4.18 Million
Q3 2019

Oct 15, 2019
SELL
$41.7 - $42.86 $17,555 - $18,044
-421 Reduced 0.92%
45,247 $3.8 Million
Q2 2019

Jul 19, 2019
SELL
N/A
-5,762 Reduced 11.2%
45,668 $3.8 Million
Q1 2019

May 10, 2019
BUY
N/A
647 Added 1.27%
51,430 $4.09 Million
Q4 2018

Feb 13, 2019
SELL
N/A
-4,935 Reduced 8.86%
50,783 $3.5 Million
Q3 2018

Nov 14, 2018
BUY
N/A
899 Added 1.64%
55,718 $4.57 Million
Q2 2018

Aug 03, 2018
BUY
N/A
2,141 Added 4.06%
54,819 $4.15 Million
Q1 2018

Apr 20, 2018
BUY
N/A
2,713 Added 5.43%
52,678 $3.78 Million
Q4 2017

Feb 02, 2018
BUY
N/A
49,965
49,965 $3.53 Million

Others Institutions Holding SCHG

# of Institutions
1,683
Shares Held
854M
Call Options Held
543K
Put Options Held
113K
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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