Soltis Investment Advisors LLC Schwab Strategic Tr Us Large C Transaction History

Soltis Investment Advisors LLC

  • $1.23 Billion
  • Q2 2025

A detailed history of Soltis Investment Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Soltis Investment Advisors LLC holds 21,897 shares of SCHG stock, worth $704,426. This represents 0.05% of its overall portfolio holdings.

Number of Shares
21,897
Previous 22,023 0.57%
Holding current value
$704,426
Previous $551,000 15.97%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Aug 06, 2025
SELL
$22.27 - $29.21 $2,806 - $3,680
-126 Reduced 0.57%
21,897 $639,000
Q1 2025

May 13, 2025
SELL
$24.91 - $29.02 $5,056 - $5,891
-203 Reduced 0.91%
22,023 $551,000
Q4 2024

Jan 29, 2025
BUY
$25.93 - $105.3 $430,308 - $1.75 Million
16,595 Added 294.71%
22,226 $619,000
Q3 2024

Nov 18, 2024
SELL
$92.63 - $105.69 $15,654 - $17,861
-169 Reduced 2.91%
5,631 $586,000
Q2 2024

Aug 12, 2024
SELL
$87.04 - $101.61 $8,704 - $10,161
-100 Reduced 1.69%
5,800 $584,000
Q1 2024

Apr 29, 2024
SELL
$80.6 - $93.32 $8,059 - $9,332
-100 Reduced 1.67%
5,900 $547,000
Q4 2023

Jan 26, 2024
SELL
$70.08 - $83.37 $66,505 - $79,118
-949 Reduced 13.66%
6,000 $497,000
Q3 2023

Nov 08, 2023
BUY
$71.99 - $78.02 $68,318 - $74,040
949 Added 15.82%
6,949 $505,000
Q2 2022

Aug 11, 2022
SELL
$55.73 - $76.55 $6,910 - $9,492
-124 Reduced 2.02%
6,000 $348,000
Q1 2022

May 06, 2022
BUY
$65.63 - $82.62 $401,918 - $505,964
6,124 New
6,124 $458,000

Others Institutions Holding SCHG

# of Institutions
1,603
Shares Held
815M
Call Options Held
606K
Put Options Held
163K
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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