Td Private Client Wealth LLC Schwab Strategic Tr Us Large C Transaction History

Td Private Client Wealth LLC

$4.07 Trillion
Q2 2025

A detailed history of Td Private Client Wealth LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Td Private Client Wealth LLC holds 686,148 shares of SCHG stock, worth $20.7 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares

686,148

Previous 637,150 7.69%

Holding current value

$20.7 Million

Previous $16 Billion 25.62%

% of portfolio

0.49%

Previous 0.44%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	BUY	$22.27 - $29.21 $1.09 Million - $1.43 Million	48,998 Added 7.69%	686,148 $20 Billion
Q1 2025 Apr 29, 2025	BUY	$24.91 - $29.02 $4.37 Million - $5.1 Million	175,621 Added 38.05%	637,150 $16 Billion
Q4 2024 Feb 11, 2025	BUY	$25.93 - $105.3 $9.42 Million - $38.3 Million	363,397 Added 370.31%	461,529 $12.9 Billion
Q3 2024 Nov 18, 2024	BUY	$92.63 - $105.69 $1.22 Million - $1.4 Million	13,200 Added 15.54%	98,132 $10.2 Billion
Q2 2024 Aug 14, 2024	BUY	$87.04 - $101.61 $7.39 Million - $8.63 Million	84,932 New	84,932 $8.56 Billion
Q1 2024 Aug 16, 2024	BUY	$80.6 - $93.32 $502,057 - $581,290	6,229 Added 9.37%	72,712 $6.74 Billion
Q4 2023 Aug 16, 2024	BUY	$70.08 - $83.37 $700,519 - $833,366	9,996 Added 17.7%	66,483 $5.52 Billion
Q3 2023 Aug 16, 2024	BUY	$71.99 - $78.02 $448,065 - $485,596	6,224 Added 12.38%	56,487 $4.11 Billion
Q2 2023 Aug 16, 2024	BUY	$63.6 - $74.95 $822,729 - $969,553	12,936 Added 34.66%	50,263 $3.77 Billion
Q1 2023 Aug 16, 2024	BUY	$54.19 - $65.17 $350,988 - $422,106	6,477 Added 21.0%	37,327 $2.43 Billion
Q4 2022 Aug 16, 2024	BUY	$54.31 - $60.76 $312,119 - $349,187	5,747 Added 22.89%	30,850 $1.71 Billion
Q3 2022 Aug 16, 2024	BUY	$55.81 - $69.25 $152,361 - $189,052	2,730 Added 12.2%	25,103 $1.4 Billion
Q2 2022 Aug 16, 2024	BUY	$55.73 - $76.55 $214,003 - $293,952	3,840 Added 20.72%	22,373 $1.3 Billion
Q1 2022 Aug 16, 2024	BUY	$65.63 - $82.62 $1.01 Million - $1.28 Million	15,462 Added 503.48%	18,533 $1.39 Billion
Q4 2021 Aug 16, 2024	BUY	$73.11 - $83.4 $52,858 - $60,298	723 Added 30.79%	3,071 $503 Million
Q3 2021 Aug 16, 2024	SELL	$73.24 - $78.94 $6.05 Million - $6.52 Million	-82,584 Reduced 97.24%	2,348 $348 Million
Q2 2021 Aug 16, 2024	SELL	$65.3 - $73.24 $21,940 - $24,608	-336 Reduced 75.0%	112 $16.3 Million
Q4 2019 Aug 16, 2024	SELL	$40.97 - $46.72 $3.46 Million - $3.95 Million	-84,484 Reduced 99.47%	448 $41.6 Million

Others Institutions Holding SCHG

# of Institutions

1,545

Shares Held

758M

Call Options Held

327K

Put Options Held

193K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
Sector ETFs
Industry ETFs

More about SCHG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Td Private Client Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Td Private Client Wealth LLC with notifications on news.

Account

Td Private Client Wealth LLC Schwab Strategic Tr Us Large C Transaction History