Core Wealth Partners LLC Schwab Strategic Tr Us Large C Transaction History

Core Wealth Partners LLC

  • $218 Billion
  • Q3 2025

A detailed history of Core Wealth Partners LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Core Wealth Partners LLC holds 17,362 shares of SCHG stock, worth $560,098. This represents 0.25% of its overall portfolio holdings.

Number of Shares
17,362
Previous 17,360 0.01%
Holding current value
$560,098
Previous $507 Million 9.26%
% of portfolio
0.25%
Previous 0.26%

Shares

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

Nov 03, 2025
BUY
$28.92 - $32.19 $57 - $64
2 Added 0.01%
17,362 $554 Million
Q2 2025

Aug 11, 2025
BUY
$22.27 - $29.21 $44 - $58
2 Added 0.01%
17,360 $507 Million
Q1 2025

May 12, 2025
BUY
$24.91 - $29.02 $16,888 - $19,675
678 Added 4.06%
17,358 $435 Million
Q4 2024

Feb 11, 2025
BUY
$25.93 - $105.3 $336,830 - $1.37 Million
12,990 Added 352.03%
16,680 $465 Million
Q3 2024

Nov 04, 2024
BUY
$92.63 - $105.69 $341,804 - $389,996
3,690 New
3,690 $384 Million

Others Institutions Holding SCHG

# of Institutions
1,682
Shares Held
854M
Call Options Held
543K
Put Options Held
113K
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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