Wcg Wealth Advisors LLC Schwab Strategic Tr Us Large C Transaction History

Wcg Wealth Advisors LLC

$1.42 Billion
Q2 2025

A detailed history of Wcg Wealth Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 47,701 shares of SCHG stock, worth $1.51 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

47,701

Previous 42,910 11.17%

Holding current value

$1.51 Million

Previous $1.07 Million 29.7%

% of portfolio

0.1%

Previous 0.09%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$22.27 - $29.21 $106,695 - $139,945	4,791 Added 11.17%	47,701 $1.39 Million
Q1 2025 May 14, 2025	BUY	$24.91 - $29.02 $15,120 - $17,615	607 Added 1.43%	42,910 $1.07 Million
Q4 2024 Feb 18, 2025	BUY	$25.93 - $105.3 $780,467 - $3.17 Million	30,099 Added 246.63%	42,303 $1.18 Million
Q3 2024 Nov 13, 2024	BUY	$92.63 - $105.69 $1.13 Million - $1.29 Million	12,204 New	12,204 $1.27 Million

Others Institutions Holding SCHG

# of Institutions

1,630

Shares Held

817M

Call Options Held

606K

Put Options Held

163K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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Wcg Wealth Advisors LLC Schwab Strategic Tr Us Large C Transaction History