Summit Wealth Group LLC / CO Schwab Strategic Tr Us Large C Transaction History

Summit Wealth Group LLC / CO

  • $398 Billion
  • Q2 2025

A detailed history of Summit Wealth Group LLC / CO transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Summit Wealth Group LLC / CO holds 22,366 shares of SCHG stock, worth $709,896. This represents 0.16% of its overall portfolio holdings.

Number of Shares
22,366
Holding current value
$709,896
% of portfolio
0.16%

Shares

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

Aug 13, 2025
BUY
$22.27 - $29.21 $498,090 - $653,310
22,366 New
22,366 $653 Million

Others Institutions Holding SCHG

# of Institutions
1,628
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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