West Branch Capital LLC Schwab Strategic Tr Us Large C Transaction History

West Branch Capital LLC

  • $363 Million
  • Q3 2025

A detailed history of West Branch Capital LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, West Branch Capital LLC holds 14,857 shares of SCHG stock, worth $471,561. This represents 0.13% of its overall portfolio holdings.

Number of Shares
14,857
Previous 14,849 0.05%
Holding current value
$471,561
Previous $433,000 9.47%
% of portfolio
0.13%
Previous 0.13%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
BUY
$28.92 - $32.19 $231 - $257
8 Added 0.05%
14,857 $474,000
Q2 2025

Jul 16, 2025
SELL
$22.27 - $29.21 $144,554 - $189,602
-6,491 Reduced 30.42%
14,849 $433,000
Q1 2025

Apr 16, 2025
BUY
$24.91 - $29.02 $298 - $348
12 Added 0.06%
21,340 $533,000
Q4 2024

Jan 17, 2025
BUY
$25.93 - $105.3 $414,854 - $1.68 Million
15,999 Added 300.23%
21,328 $594,000
Q3 2024

Oct 18, 2024
BUY
$92.63 - $105.69 $1,018 - $1,162
11 Added 0.21%
5,329 $555,000
Q1 2024

Apr 23, 2024
BUY
$80.6 - $93.32 $428,630 - $496,275
5,318 New
5,318 $493,000

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

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
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