Strategic Planning Group, LLC Schwab Strategic Tr Us Large C Transaction History

Strategic Planning Group, LLC

$740 Billion
Q3 2025

A detailed history of Strategic Planning Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Strategic Planning Group, LLC holds 167,251 shares of SCHG stock, worth $5.31 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares

167,251

Previous 624,143 73.2%

Holding current value

$5.31 Million

Previous $18.2 Billion 70.73%

% of portfolio

0.72%

Previous 2.96%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	SELL	$28.92 - $32.19 $13.2 Million - $14.7 Million	-456,892 Reduced 73.2%	167,251 $5.34 Billion
Q2 2025 Jul 14, 2025	BUY	$22.27 - $29.21 $649,794 - $852,289	29,178 Added 4.9%	624,143 $18.2 Billion
Q1 2025 Apr 10, 2025	BUY	$24.91 - $29.02 $430,170 - $501,146	17,269 Added 2.99%	594,965 $14.9 Billion
Q4 2024 Jan 23, 2025	BUY	$25.93 - $105.3 $11.4 Million - $46.3 Million	439,860 Added 319.12%	577,696 $16.1 Billion
Q3 2024 Oct 16, 2024	BUY	$92.63 - $105.69 $111,248 - $126,933	1,201 Added 0.88%	137,836 $14.4 Billion
Q2 2024 Aug 02, 2024	BUY	$87.04 - $101.61 $720,865 - $841,534	8,282 Added 6.45%	136,635 $13.8 Billion
Q1 2024 Apr 12, 2024	BUY	$80.6 - $93.32 $10.3 Million - $12 Million	128,353 New	128,353 $11.9 Billion

Others Institutions Holding SCHG

# of Institutions

1,636

Shares Held

832M

Call Options Held

606K

Put Options Held

163K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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Strategic Planning Group, LLC Schwab Strategic Tr Us Large C Transaction History