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

Sk Wealth Management, LLC

  • $231 Billion
  • Q2 2025

A detailed history of Sk Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Sk Wealth Management, LLC holds 871,180 shares of SCHG stock, worth $26.5 Million. This represents 11.12% of its overall portfolio holdings.

Number of Shares
871,180
Previous 764,441 13.96%
Holding current value
$26.5 Million
Previous $17.6 Billion 45.75%
% of portfolio
11.12%
Previous 9.44%

Shares

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

Jul 10, 2025
BUY
$22.27 - $29.21 $2.38 Million - $3.12 Million
106,739 Added 13.96%
871,180 $25.6 Billion
Q1 2025

Apr 22, 2025
BUY
$24.91 - $29.02 $1.5 Million - $1.75 Million
60,393 Added 8.58%
764,441 $17.6 Billion
Q4 2024

Mar 03, 2025
BUY
$25.93 - $105.3 $35,446 - $143,945
1,367 Added 0.19%
704,048 $19.6 Billion
Q3 2024

Dec 30, 2024
BUY
$92.63 - $105.69 $65.1 Million - $74.3 Million
702,681 New
702,681 $20 Billion

Others Institutions Holding SCHG

# of Institutions
1,589
Shares Held
798M
Call Options Held
298K
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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