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

Accredited Wealth Management, LLC

  • $134 Billion
  • Q3 2025

A detailed history of Accredited Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Accredited Wealth Management, LLC holds 2,033 shares of SCHG stock, worth $65,584. This represents 0.13% of its overall portfolio holdings.

Number of Shares
2,033
Previous 5,642 63.97%
Holding current value
$65,584
Previous $165 Million 9.24%
% of portfolio
0.13%
Previous 0.13%

Shares

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

Nov 12, 2025
SELL
$28.92 - $32.19 $104,372 - $116,173
-3,609 Reduced 63.97%
2,033 $180 Million
Q1 2025

May 14, 2025
BUY
$24.91 - $29.02 $149 - $174
6 Added 0.11%
5,642 $141 Million
Q4 2024

Feb 14, 2025
BUY
$25.93 - $105.3 $146,141 - $593,470
5,636 New
5,636 $157 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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