Wealth Shield Partners, LLC Schwab Strategic Tr Us Large C Transaction History

Wealth Shield Partners, LLC

$839 Million
Q3 2025

A detailed history of Wealth Shield Partners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 545,868 shares of SCHG stock, worth $17.3 Million. This represents 2.08% of its overall portfolio holdings.

Number of Shares

545,868

Previous 580,655 5.99%

Holding current value

$17.3 Million

Previous $17 Million 2.7%

% of portfolio

2.08%

Previous 2.13%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 31, 2025	SELL	$28.92 - $32.19 $1.01 Million - $1.12 Million	-34,787 Reduced 5.99%	545,868 $17.4 Million
Q2 2025 Aug 08, 2025	SELL	$22.27 - $29.21 $13,896 - $18,227	-624 Reduced 0.11%	580,655 $17 Million
Q1 2025 May 09, 2025	BUY	$24.91 - $29.02 $243,669 - $283,873	9,782 Added 1.71%	581,279 $14.6 Million
Q4 2024 Feb 04, 2025	BUY	$25.93 - $105.3 $10.9 Million - $44.5 Million	422,268 Added 282.97%	571,497 $15.9 Million
Q3 2024 Nov 04, 2024	SELL	$92.63 - $105.69 $790,041 - $901,430	-8,529 Reduced 5.41%	149,229 $15.5 Million
Q2 2024 Jul 26, 2024	SELL	$87.04 - $101.61 $140,395 - $163,896	-1,613 Reduced 1.01%	157,758 $15.9 Million
Q1 2024 Apr 29, 2024	SELL	$80.6 - $93.32 $1.43 Million - $1.65 Million	-17,716 Reduced 10.0%	159,371 $14.8 Million
Q4 2023 Jan 23, 2024	BUY	$70.08 - $83.37 $533,519 - $634,695	7,613 Added 4.49%	177,087 $14.7 Million
Q3 2023 Oct 25, 2023	SELL	$71.99 - $78.02 $1.24 Million - $1.35 Million	-17,261 Reduced 9.24%	169,474 $12.3 Million
Q2 2023 Aug 03, 2023	BUY	$63.6 - $74.95 $341,977 - $403,006	5,377 Added 2.96%	186,735 $14 Million
Q1 2023 May 08, 2023	BUY	$54.19 - $65.17 $307,853 - $370,230	5,681 Added 3.23%	181,358 $11.8 Million
Q4 2022 Feb 13, 2023	BUY	$54.31 - $60.76 $661,061 - $739,570	12,172 Added 7.44%	175,677 $9.76 Million
Q3 2022 Nov 04, 2022	SELL	$55.81 - $69.25 $142,482 - $176,795	-2,553 Reduced 1.54%	163,505 $9.13 Million
Q2 2022 Aug 11, 2022	BUY	$55.73 - $76.55 $566,161 - $777,671	10,159 Added 6.52%	166,058 $9.63 Million
Q1 2022 May 09, 2022	BUY	$65.63 - $82.62 $10.2 Million - $12.9 Million	155,899 New	155,899 $11.7 Million
Q3 2021 Nov 12, 2021	SELL	$73.24 - $78.94 $16,405 - $17,682	-224 Closed	0 $0
Q2 2021 Aug 06, 2021	BUY	$65.3 - $73.24 $1,959 - $2,197	30 Added 15.46%	224 $33,000
Q1 2021 May 17, 2021	BUY	$61.41 - $68.35 $11,913 - $13,259	194 New	194 $25,000

Others Institutions Holding SCHG

# of Institutions

1,636

Shares Held

832M

Call Options Held

606K

Put Options Held

163K

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 Wealth Shield Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Shield Partners, LLC with notifications on news.

Account

Wealth Shield Partners, LLC Schwab Strategic Tr Us Large C Transaction History