Accredited Investor Services, LLC Schwab Strategic Tr Us Large C Transaction History

Accredited Investor Services, LLC

  • $145 Billion
  • Q3 2025

A detailed history of Accredited Investor Services, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Accredited Investor Services, LLC holds 9,643 shares of SCHG stock, worth $311,083. This represents 0.21% of its overall portfolio holdings.

Number of Shares
9,643
Previous 9,833 1.93%
Holding current value
$311,083
Previous $287 Million 7.13%
% of portfolio
0.21%
Previous 0.22%

Shares

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

Oct 21, 2025
SELL
$28.92 - $32.19 $5,494 - $6,116
-190 Reduced 1.93%
9,643 $308 Million
Q1 2025

May 02, 2025
BUY
$24.91 - $29.02 $244,940 - $285,353
9,833 New
9,833 $246 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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