Holistic Planning, LLC Schwab Strategic Tr Us Large C Transaction History

Holistic Planning, LLC

  • $381 Billion
  • Q3 2025

A detailed history of Holistic Planning, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Holistic Planning, LLC holds 12,274 shares of SCHG stock, worth $395,959. This represents 0.1% of its overall portfolio holdings.

Number of Shares
12,274
Previous 10,754 14.13%
Holding current value
$395,959
Previous $314 Million 24.68%
% of portfolio
0.1%
Previous 0.09%

Shares

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

Nov 04, 2025
BUY
$28.92 - $32.19 $43,958 - $48,928
1,520 Added 14.13%
12,274 $392 Million
Q2 2025

Jul 28, 2025
BUY
$22.27 - $29.21 $22,270 - $29,210
1,000 Added 10.25%
10,754 $314 Million
Q1 2025

Apr 23, 2025
SELL
$24.91 - $29.02 $21,173 - $24,667
-850 Reduced 8.02%
9,754 $244 Million
Q4 2024

Jan 24, 2025
BUY
$25.93 - $105.3 $220,482 - $895,365
8,503 Added 404.71%
10,604 $296 Million
Q3 2024

Nov 01, 2024
BUY
$92.63 - $105.69 $194,615 - $222,054
2,101 New
2,101 $219 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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