Sightline Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Sightline Wealth Advisors, LLC

$220 Million
Q3 2025

A detailed history of Sightline Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Sightline Wealth Advisors, LLC holds 97,238 shares of SCHG stock, worth $3.14 Million. This represents 1.41% of its overall portfolio holdings.

Number of Shares

97,238

Previous 86,737 12.11%

Holding current value

$3.14 Million

Previous $2.53 Million 22.46%

% of portfolio

1.41%

Previous 1.22%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	BUY	$28.92 - $32.19 $303,688 - $338,027	10,501 Added 12.11%	97,238 $3.1 Million
Q2 2025 Jul 15, 2025	BUY	$22.27 - $29.21 $58,770 - $77,085	2,639 Added 3.14%	86,737 $2.53 Million
Q1 2025 Apr 29, 2025	BUY	$24.91 - $29.02 $666,143 - $776,052	26,742 Added 46.62%	84,098 $2.11 Million
Q4 2024 Jan 13, 2025	BUY	$25.93 - $105.3 $1.15 Million - $4.69 Million	44,523 Added 346.94%	57,356 $1.6 Million
Q3 2024 Oct 21, 2024	BUY	$92.63 - $105.69 $178,868 - $204,087	1,931 Added 17.71%	12,833 $1.34 Million

Q2 2024 Aug 02, 2024	BUY	$87.04 - $101.61 $948,910 - $1.11 Million	10,902 New	10,902 $1.1 Million

Others Institutions Holding SCHG

# of Institutions

1,684

Shares Held

854M

Call Options Held

543K

Put Options Held

113K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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Sightline Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History