Spring Vest Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History

Spring Vest Wealth Management LLC

  • $123 Billion
  • Q2 2025

A detailed history of Spring Vest Wealth Management LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Spring Vest Wealth Management LLC holds 27,121 shares of SCHG stock, worth $817,426. This represents 0.64% of its overall portfolio holdings.

Number of Shares
27,121
Previous 29,521 8.13%
Holding current value
$817,426
Previous $739 Million 7.17%
% of portfolio
0.64%
Previous 0.61%

Shares

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

Jul 23, 2025
SELL
$22.27 - $29.21 $53,448 - $70,104
-2,400 Reduced 8.13%
27,121 $792 Million
Q4 2024

Mar 10, 2025
BUY
$25.93 - $105.3 $765,479 - $3.11 Million
29,521 New
29,521 $823 Million

Others Institutions Holding SCHG

# of Institutions
1,556
Shares Held
759M
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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