Vision Point Advisory Group, LLC Schwab Strategic Tr Us Large C Transaction History

Vision Point Advisory Group, LLC

$432 Million
Q2 2025

A detailed history of Vision Point Advisory Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Vision Point Advisory Group, LLC holds 10,342 shares of SCHG stock, worth $311,707. This represents 0.07% of its overall portfolio holdings.

Number of Shares

10,342

Previous 9,563 8.15%

Holding current value

$311,707

Previous $239,000 26.36%

% of portfolio

0.07%

Previous 0.09%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 09, 2025	BUY	$22.27 - $29.21 $17,348 - $22,754	779 Added 8.15%	10,342 $302,000
Q1 2025 Apr 23, 2025	BUY	$24.91 - $29.02 $126,343 - $147,189	5,072 Added 112.94%	9,563 $239,000
Q4 2024 Feb 03, 2025	BUY	$25.93 - $105.3 $89,199 - $362,232	3,440 Added 327.31%	4,491 $125,000
Q3 2024 Oct 15, 2024	BUY	$92.63 - $105.69 $31,494 - $35,934	340 Added 47.82%	1,051 $109,000
Q2 2024 Aug 01, 2024	BUY	$87.04 - $101.61 $55,096 - $64,319	633 Added 811.54%	711 $71,000
Q1 2024 May 10, 2024	BUY	$80.6 - $93.32 $5,883 - $6,812	73 Added 1460.0%	78 $7,000
Q4 2023 Feb 07, 2024	BUY	$70.08 - $83.37 $350 - $416	5 New	5 $0

Others Institutions Holding SCHG

# of Institutions

1,556

Shares Held

759M

Call Options Held

327K

Put Options Held

193K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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Vision Point Advisory Group, LLC Schwab Strategic Tr Us Large C Transaction History