Optivise Advisory Services LLC Schwab Strategic Tr Us Large C Transaction History

Optivise Advisory Services LLC

  • $173 Billion
  • Q4 2025

A detailed history of Optivise Advisory Services LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Optivise Advisory Services LLC holds 47,159 shares of SCHG stock, worth $1.52 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares
47,159
Previous 50,122 5.91%
Holding current value
$1.52 Million
Previous $1.6 Billion 3.82%
% of portfolio
0.89%
Previous 0.95%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026
SELL
$31.41 - $33.69 $93,067 - $99,823
-2,963 Reduced 5.91%
47,159 $1.54 Billion
Q3 2025

Oct 17, 2025
BUY
$28.92 - $32.19 $18,798 - $20,923
650 Added 1.31%
50,122 $1.6 Billion
Q2 2025

Aug 05, 2025
BUY
$22.27 - $29.21 $14,052 - $18,431
631 Added 1.29%
49,472 $1.45 Billion
Q1 2025

Apr 18, 2025
BUY
$24.91 - $29.02 $1.22 Million - $1.42 Million
48,841 New
48,841 $1.22 Billion

Others Institutions Holding SCHG

# of Institutions
1,698
Shares Held
861M
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
Track This Portfolio

Track Optivise Advisory Services LLC Portfolio

Follow Optivise Advisory Services LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Optivise Advisory Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Optivise Advisory Services LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email