Wealthspan Partners, LLC Schwab Strategic Tr Us Large C Transaction History

Wealthspan Partners, LLC

$222 Million
Q2 2025

A detailed history of Wealthspan Partners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wealthspan Partners, LLC holds 35,611 shares of SCHG stock, worth $1.08 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares

35,611

Previous 15,038 136.81%

Holding current value

$1.08 Million

Previous $376,000 176.6%

% of portfolio

0.47%

Previous 0.18%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	BUY	$22.27 - $29.21 $458,160 - $600,937	20,573 Added 136.81%	35,611 $1.04 Million
Q1 2025 Apr 21, 2025	SELL	$24.91 - $29.02 $65,139 - $75,887	-2,615 Reduced 14.81%	15,038 $376,000
Q4 2024 Jan 24, 2025	BUY	$25.93 - $105.3 $352,596 - $1.43 Million	13,598 Added 335.34%	17,653 $491,000
Q3 2024 Nov 04, 2024	SELL	$92.63 - $105.69 $48,630 - $55,487	-525 Reduced 11.46%	4,055 $422,000
Q2 2024 Jul 19, 2024	BUY	$87.04 - $101.61 $84,776 - $98,968	974 Added 27.01%	4,580 $461,000
Q1 2024 Apr 29, 2024	BUY	$80.6 - $93.32 $290,643 - $336,511	3,606 New	3,606 $334,000

Others Institutions Holding SCHG

# of Institutions

1,584

Shares Held

803M

Call Options Held

298K

Put Options Held

193K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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Wealthspan Partners, LLC Schwab Strategic Tr Us Large C Transaction History