Adviser Investments LLC Schwab Strategic Tr Us Large C Transaction History

Adviser Investments LLC

  • $8.64 Billion
  • Q3 2025

A detailed history of Adviser Investments LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Adviser Investments LLC holds 163,496 shares of SCHG stock, worth $5.27 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
163,496
Previous 192,187 14.93%
Holding current value
$5.27 Million
Previous $5.61 Million 7.06%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Nov 10, 2025
SELL
$28.92 - $32.19 $829,743 - $923,563
-28,691 Reduced 14.93%
163,496 $5.22 Million
Q2 2025

Aug 06, 2025
BUY
$22.27 - $29.21 $1.1 Million - $1.44 Million
49,469 Added 34.66%
192,187 $5.61 Million
Q1 2025

May 13, 2025
BUY
$24.91 - $29.02 $1.91 Million - $2.23 Million
76,735 Added 116.3%
142,718 $3.57 Million
Q4 2024

Feb 12, 2025
BUY
$25.93 - $105.3 $1.42 Million - $5.75 Million
54,570 Added 478.14%
65,983 $1.84 Million
Q3 2024

Nov 08, 2024
BUY
$92.63 - $105.69 $183,685 - $209,583
1,983 Added 21.03%
11,413 $1.19 Million
Q1 2024

Apr 29, 2024
BUY
$80.6 - $93.32 $886 - $1,026
11 Added 0.12%
9,430 $874,000
Q4 2023

Feb 01, 2024
SELL
$70.08 - $83.37 $280 - $333
-4 Reduced 0.04%
9,419 $781,000
Q3 2023

Oct 11, 2023
BUY
$71.99 - $78.02 $40,314 - $43,691
560 Added 6.32%
9,423 $685,000
Q2 2023

Aug 04, 2023
SELL
$63.6 - $74.95 $18,825 - $22,185
-296 Reduced 3.23%
8,863 $664,000
Q1 2023

Apr 25, 2023
BUY
$54.19 - $65.17 $18,532 - $22,288
342 Added 3.88%
9,159 $596,000
Q4 2022

Jan 19, 2023
BUY
$54.31 - $60.76 $478,851 - $535,720
8,817 New
8,817 $0
Q2 2020

Aug 03, 2020
SELL
$37.99 - $51.32 $133,686 - $180,595
-3,519 Closed
0 $0
Q3 2019

Nov 13, 2019
BUY
$41.7 - $42.86 $146,742 - $150,824
3,519 New
3,519 $296,000

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
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