Unique Wealth, LLC Schwab Strategic Tr Us Large C Transaction History

Unique Wealth, LLC

  • $619 Billion
  • Q2 2025

A detailed history of Unique Wealth, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Unique Wealth, LLC holds 721,720 shares of SCHG stock, worth $21.4 Million. This represents 3.4% of its overall portfolio holdings.

Number of Shares
721,720
Previous 795,860 9.32%
Holding current value
$21.4 Million
Previous $19.9 Billion 5.79%
% of portfolio
3.4%
Previous 3.77%

Shares

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

Jul 22, 2025
SELL
$22.27 - $29.21 $1.65 Million - $2.17 Million
-74,140 Reduced 9.32%
721,720 $21.1 Billion
Q1 2025

Apr 11, 2025
SELL
$24.91 - $29.02 $7.36 Million - $8.58 Million
-295,497 Reduced 27.08%
795,860 $19.9 Billion
Q4 2024

Jan 13, 2025
BUY
$25.93 - $105.3 $20.6 Million - $83.5 Million
792,708 Added 265.43%
1,091,357 $30.4 Billion
Q3 2024

Oct 03, 2024
SELL
$92.63 - $105.69 $3.32 Million - $3.79 Million
-35,885 Reduced 10.73%
298,649 $31.1 Billion
Q2 2024

Jul 18, 2024
SELL
$87.04 - $101.61 $216,207 - $252,399
-2,484 Reduced 0.74%
334,534 $33.7 Billion
Q1 2024

Apr 11, 2024
BUY
$80.6 - $93.32 $1.34 Million - $1.55 Million
16,655 Added 5.2%
337,018 $31.2 Billion
Q4 2023

Jan 11, 2024
BUY
$70.08 - $83.37 $26,700 - $31,763
381 Added 0.12%
320,363 $26.6 Billion
Q3 2023

Oct 10, 2023
SELL
$71.99 - $78.02 $2.74 Million - $2.97 Million
-38,014 Reduced 10.62%
319,982 $23.3 Billion
Q2 2023

Jul 21, 2023
BUY
$63.6 - $74.95 $997,629 - $1.18 Million
15,686 Added 4.58%
357,996 $26.8 Billion
Q1 2023

Apr 20, 2023
BUY
$54.19 - $65.17 $1.03 Million - $1.23 Million
18,920 Added 5.85%
342,310 $22.3 Billion
Q4 2022

Jan 25, 2023
BUY
$54.31 - $60.76 $17.6 Million - $19.6 Million
323,390 New
323,390 $18 Billion

Others Institutions Holding SCHG

# of Institutions
1,539
Shares Held
756M
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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