Wilkins Miller Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History

Wilkins Miller Wealth Management, LLC

  • $133 Billion
  • Q1 2025

A detailed history of Wilkins Miller Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wilkins Miller Wealth Management, LLC holds 275,488 shares of SCHG stock, worth $7.49 Million. This represents 5.19% of its overall portfolio holdings.

Number of Shares
275,488
Previous 260,163 5.89%
Holding current value
$7.49 Million
Previous $7.25 Billion 4.86%
% of portfolio
5.19%
Previous 7.58%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$24.91 - $29.02 $381,745 - $444,731
15,325 Added 5.89%
275,488 $6.9 Billion
Q4 2024

Feb 24, 2025
BUY
$25.93 - $105.3 $6.75 Million - $27.4 Million
260,163 New
260,163 $7.25 Billion

Others Institutions Holding SCHG

# of Institutions
1,499
Shares Held
739M
Call Options Held
327K
Put Options Held
193K
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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