Crescent Grove Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Crescent Grove Advisors, LLC

  • $988 Million
  • Q3 2025

A detailed history of Crescent Grove Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Crescent Grove Advisors, LLC holds 24,991 shares of SCHG stock, worth $806,209. This represents 0.08% of its overall portfolio holdings.

Number of Shares
24,991
Previous 24,969 0.09%
Holding current value
$806,209
Previous $729,000 9.33%
% of portfolio
0.08%
Previous 0.07%

Shares

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

Nov 13, 2025
BUY
$28.92 - $32.19 $636 - $708
22 Added 0.09%
24,991 $797,000
Q2 2025

Aug 13, 2025
BUY
$22.27 - $29.21 $467 - $613
21 Added 0.08%
24,969 $729,000
Q1 2025

Apr 24, 2025
SELL
$24.91 - $29.02 $11,134 - $12,971
-447 Reduced 1.76%
24,948 $624,000
Q4 2024

Jan 21, 2025
BUY
$25.93 - $105.3 $494,018 - $2.01 Million
19,052 Added 300.36%
25,395 $707,000
Q3 2024

Oct 30, 2024
BUY
$92.63 - $105.69 $1,111 - $1,268
12 Added 0.19%
6,343 $660,000
Q1 2024

Apr 29, 2024
SELL
$80.6 - $93.32 $92,851 - $107,504
-1,152 Reduced 15.39%
6,331 $587,000
Q4 2023

Jan 30, 2024
BUY
$70.08 - $83.37 $524,408 - $623,857
7,483 New
7,483 $620,000

Others Institutions Holding SCHG

# of Institutions
1,687
Shares Held
855M
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
Track This Portfolio

Track Crescent Grove Advisors, LLC Portfolio

Follow Crescent Grove Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Crescent Grove Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Crescent Grove Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email