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

Westmount Partners, LLC

$387 Billion
Q3 2025

A detailed history of Westmount Partners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Westmount Partners, LLC holds 64,666 shares of SCHG stock, worth $2.09 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares

64,666

Previous 64,653 0.02%

Holding current value

$2.09 Million

Previous $1.89 Billion 9.88%

% of portfolio

0.54%

Previous 0.52%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	BUY	$28.92 - $32.19 $375 - $418	13 Added 0.02%	64,666 $2.08 Billion
Q2 2025 Jul 09, 2025	BUY	$22.27 - $29.21 $991,193 - $1.3 Million	44,508 Added 220.94%	64,653 $1.89 Billion
Q1 2025 May 01, 2025	BUY	$24.91 - $29.02 $697 - $812	28 Added 0.14%	20,145 $504 Million
Q4 2024 Jan 13, 2025	BUY	$25.93 - $105.3 $391,283 - $1.59 Million	15,090 Added 300.18%	20,117 $561 Million
Q3 2024 Jan 13, 2025	BUY	$92.63 - $105.69 $465,651 - $531,303	5,027 New	5,027 $524 Million

Q2 2024 Jan 28, 2025	BUY	$87.04 - $101.61 $174 - $203	2 Added 0.04%	5,024 $511 Million
Q1 2024 Jan 28, 2025	SELL	$80.6 - $93.32 $1,370 - $1,586	-17 Reduced 0.34%	5,022 $466 Million
Q4 2023 Jan 28, 2025	BUY	$70.08 - $83.37 $58,166 - $69,197	830 Added 19.72%	5,039 $418 Million
Q3 2023 Jan 28, 2025	BUY	$71.99 - $78.02 $143 - $156	2 Added 0.05%	4,209 $306 Million
Q2 2023 Jan 28, 2025	SELL	$63.6 - $74.95 $1.01 Million - $1.19 Million	-15,910 Reduced 79.09%	4,207 $315 Million
Q1 2023 Jan 29, 2025	SELL	$54.19 - $65.17 $856,852 - $1.03 Million	-15,812 Reduced 78.6%	4,305 $281 Million
Q4 2022 Jan 28, 2025	SELL	$54.31 - $60.76 $845,172 - $945,547	-15,562 Reduced 77.36%	4,555 $253 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

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