Strategic Financial Concepts, LLC Schwab Strategic Tr Us Large C Transaction History

Strategic Financial Concepts, LLC

  • $711 Billion
  • Q2 2025

A detailed history of Strategic Financial Concepts, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 46,077 shares of SCHG stock, worth $1.4 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
46,077
Previous 25,734 79.05%
Holding current value
$1.4 Million
Previous $644 Million 108.87%
% of portfolio
0.19%
Previous 0.12%

Shares

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

Aug 05, 2025
BUY
$22.27 - $29.21 $453,038 - $594,219
20,343 Added 79.05%
46,077 $1.35 Billion
Q1 2025

Apr 28, 2025
BUY
$24.91 - $29.02 $4,608 - $5,368
185 Added 0.72%
25,734 $644 Million
Q4 2024

Jan 30, 2025
SELL
$25.93 - $105.3 $16.9 Million - $68.8 Million
-653,200 Reduced 96.24%
25,549 $712 Million
Q4 2024

Jan 27, 2025
BUY
$25.93 - $105.3 $17.4 Million - $70.8 Million
672,705 Added 11130.13%
678,749 $712 Million
Q3 2024

Nov 12, 2024
SELL
$92.63 - $105.69 $52.9 Million - $60.4 Million
-571,618 Reduced 98.95%
6,044 $630 Million
Q2 2024

Aug 06, 2024
BUY
$87.04 - $101.61 $49.7 Million - $58 Million
570,510 Added 7976.93%
577,662 $36.2 Million
Q1 2024

Apr 22, 2024
BUY
$80.6 - $93.32 $576,451 - $667,424
7,152 New
7,152 $663 Million
Q3 2023

Nov 07, 2023
BUY
$71.99 - $78.02 $169,896 - $184,127
2,360 Added 35.19%
9,066 $659 Million
Q2 2023

Sep 06, 2023
BUY
$63.6 - $74.95 $71,422 - $84,168
1,123 Added 20.11%
6,706 $503 Million
Q1 2023

Sep 06, 2023
BUY
$54.19 - $65.17 $302,542 - $363,844
5,583 New
5,583 $364 Million

Others Institutions Holding SCHG

# of Institutions
1,596
Shares Held
808M
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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