Secure Asset Management, LLC Schwab Strategic Tr Us Large C Transaction History

Secure Asset Management, LLC

$520 Million
Q2 2025

A detailed history of Secure Asset Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Secure Asset Management, LLC holds 78,758 shares of SCHG stock, worth $2.38 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares

78,758

Previous 9,395 738.3%

Holding current value

$2.38 Million

Previous $235,000 878.72%

% of portfolio

0.44%

Previous 0.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 10, 2025	BUY	$22.27 - $29.21 $1.54 Million - $2.03 Million	69,363 Added 738.3%	78,758 $2.3 Million
Q1 2025 Apr 10, 2025	SELL	$24.91 - $29.02 $290,649 - $338,605	-11,668 Reduced 55.4%	9,395 $235,000
Q4 2024 Jan 17, 2025	BUY	$25.93 - $105.3 $438,113 - $1.78 Million	16,896 Added 405.47%	21,063 $587,000
Q3 2024 Oct 16, 2024	SELL	$92.63 - $105.69 $21,027 - $23,991	-227 Reduced 5.17%	4,167 $434,000
Q2 2024 Jul 24, 2024	BUY	$87.04 - $101.61 $70,937 - $82,812	815 Added 22.77%	4,394 $443,000
Q1 2024 Apr 30, 2024	BUY	$80.6 - $93.32 $288,467 - $333,992	3,579 New	3,579 $331,000
Q3 2023 Oct 18, 2023	BUY	$71.99 - $78.02 $285,152 - $309,037	3,961 New	3,961 $288,000

Others Institutions Holding SCHG

# of Institutions

1,545

Shares Held

758M

Call Options Held

327K

Put Options Held

193K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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Secure Asset Management, LLC Schwab Strategic Tr Us Large C Transaction History