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

Sightline Wealth Advisors, LLC

  • $207 Million
  • Q2 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 86,737 shares of SCHG stock, worth $2.62 Million. This represents 1.22% of its overall portfolio holdings.

Number of Shares
86,737
Previous 84,098 3.14%
Holding current value
$2.62 Million
Previous $2.11 Million 20.33%
% of portfolio
1.22%
Previous 1.11%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,562
Shares Held
760M
Call Options Held
327K
Put Options Held
193K
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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