Smart Wealth LLC Schwab Strategic Tr Us Large C Transaction History

Smart Wealth LLC

  • $319 Billion
  • Q2 2025

A detailed history of Smart Wealth LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Smart Wealth LLC holds 14,331 shares of SCHG stock, worth $454,865. This represents 0.13% of its overall portfolio holdings.

Number of Shares
14,331
Previous 14,130 1.42%
Holding current value
$454,865
Previous $354 Million 18.31%
% of portfolio
0.13%
Previous 0.13%

Shares

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

Aug 13, 2025
BUY
$22.27 - $29.21 $4,476 - $5,871
201 Added 1.42%
14,331 $419 Million
Q1 2025

Apr 29, 2025
SELL
$24.91 - $29.02 $48,101 - $56,037
-1,931 Reduced 12.02%
14,130 $354 Million
Q4 2024

Jan 28, 2025
BUY
$25.93 - $105.3 $284,918 - $1.16 Million
10,988 Added 216.6%
16,061 $448 Million
Q3 2024

Dec 13, 2024
BUY
$92.63 - $105.69 $25,658 - $29,276
277 Added 5.78%
5,073 $529 Million
Q2 2024

Dec 13, 2024
BUY
$87.04 - $101.61 $1,827 - $2,133
21 Added 0.44%
4,796 $484 Million
Q1 2024

Dec 13, 2024
SELL
$80.6 - $93.32 $4,433 - $5,132
-55 Reduced 1.14%
4,775 $443 Million
Q4 2023

Dec 13, 2024
BUY
$70.08 - $83.37 $338,486 - $402,677
4,830 New
4,830 $401 Million
Q1 2023

Dec 13, 2024
SELL
$54.19 - $65.17 $269,974 - $324,676
-4,982 Closed
0 $0
Q4 2022

Dec 13, 2024
BUY
$54.31 - $60.76 $270,572 - $302,706
4,982 New
4,982 $277 Million

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
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