A detailed history of Alpha Cubed Investments, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Alpha Cubed Investments, LLC holds 13,894 shares of SCHG stock, worth $448,220. This represents 0.02% of its overall portfolio holdings.

Number of Shares
13,894
Previous 9,557 45.38%
Holding current value
$448,220
Previous $279,000 58.78%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Nov 03, 2025

BUY
$28.92 - $32.19 $125,426 - $139,608
4,337 Added 45.38%
13,894 $443,000
Q2 2025

Aug 07, 2025

SELL
$22.27 - $29.21 $4,298 - $5,637
-193 Reduced 1.98%
9,557 $279,000
Q1 2025

Apr 29, 2025

BUY
$24.91 - $29.02 $242,872 - $282,945
9,750 New
9,750 $244,000

Others Institutions Holding SCHG

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
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