Simplicity Wealth,Llc Schwab Strategic Tr Us Large C Transaction History

Simplicity Wealth,Llc

  • $2.26 Billion
  • Q2 2025

A detailed history of Simplicity Wealth,Llc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Simplicity Wealth,Llc holds 465,870 shares of SCHG stock, worth $14.1 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares
465,870
Previous 39,363 1083.52%
Holding current value
$14.1 Million
Previous $984,000 1282.93%
% of portfolio
0.6%
Previous 0.08%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
BUY
$22.27 - $29.21 $9.5 Million - $12.5 Million
426,507 Added 1083.52%
465,870 $13.6 Million
Q1 2025

Apr 14, 2025
BUY
$24.91 - $29.02 $759,306 - $884,587
30,482 Added 343.23%
39,363 $984,000
Q4 2024

Feb 07, 2025
BUY
$25.93 - $105.3 $174,716 - $709,511
6,738 Added 314.42%
8,881 $247,000
Q3 2024

Oct 09, 2024
SELL
$92.63 - $105.69 $26.9 Million - $30.7 Million
-290,814 Reduced 99.27%
2,143 $223,000
Q2 2024

Jul 10, 2024
SELL
$87.04 - $101.61 $56,576 - $66,046
-650 Reduced 0.22%
292,957 $29.5 Million
Q1 2024

Apr 24, 2024
BUY
$80.6 - $93.32 $23.7 Million - $27.4 Million
293,607 New
293,607 $27.2 Million

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

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
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