Jamison Private Wealth Management, Inc. Schwab Strategic Tr Us Large C Transaction History

Jamison Private Wealth Management, Inc.

$823 Billion
Q4 2025

A detailed history of Jamison Private Wealth Management, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Jamison Private Wealth Management, Inc. holds 13,487 shares of SCHG stock, worth $435,090. This represents 0.05% of its overall portfolio holdings.

Number of Shares

13,487

Previous 12,226 10.31%

Holding current value

$435,090

Previous $390 Million 12.77%

% of portfolio

0.05%

Previous 0.05%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 15, 2026	BUY	$31.41 - $33.69 $39,608 - $42,483	1,261 Added 10.31%	13,487 $440 Million
Q3 2025 Oct 14, 2025	SELL	$28.92 - $32.19 $156,457 - $174,147	-5,410 Reduced 30.68%	12,226 $390 Million
Q2 2025 Jul 22, 2025	BUY	$22.27 - $29.21 $134,644 - $176,603	6,046 Added 52.17%	17,636 $515 Million
Q1 2025 Apr 21, 2025	BUY	$24.91 - $29.02 $2,416 - $2,814	97 Added 0.84%	11,590 $290 Million
Q4 2024 Jan 21, 2025	BUY	$25.93 - $105.3 $241,382 - $980,237	9,309 Added 426.24%	11,493 $320 Million

Q3 2024 Oct 15, 2024	BUY	$92.63 - $105.69 $38,441 - $43,861	415 Added 23.46%	2,184 $228 Million
Q2 2024 Jul 11, 2024	BUY	$87.04 - $101.61 $63,104 - $73,667	725 Added 69.44%	1,769 $178 Million
Q1 2024 Apr 26, 2024	BUY	$80.6 - $93.32 $10,478 - $12,131	130 Added 14.22%	1,044 $96.8 Million
Q4 2023 Jan 17, 2024	BUY	$70.08 - $83.37 $64,053 - $76,200	914 New	914 $75.8 Million

Others Institutions Holding SCHG

# of Institutions

1,690

Shares Held

856M

Call Options Held

543K

Put Options Held

113K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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Jamison Private Wealth Management, Inc. Schwab Strategic Tr Us Large C Transaction History