Keyvantage Wealth, LLC Schwab Strategic Tr Us Large C Transaction History

Keyvantage Wealth, LLC

  • $238 Billion
  • Q3 2025

A detailed history of Keyvantage Wealth, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Keyvantage Wealth, LLC holds 326,297 shares of SCHG stock, worth $10.5 Million. This represents 4.37% of its overall portfolio holdings.

Number of Shares
326,297
Previous 342,826 4.82%
Holding current value
$10.5 Million
Previous $10 Billion 3.98%
% of portfolio
4.37%
Previous 4.49%

Shares

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

Nov 07, 2025
SELL
$28.92 - $32.19 $478,018 - $532,068
-16,529 Reduced 4.82%
326,297 $10.4 Billion
Q2 2025

Aug 08, 2025
SELL
$22.27 - $29.21 $121,794 - $159,749
-5,469 Reduced 1.57%
342,826 $10 Billion
Q1 2025

May 07, 2025
SELL
$24.91 - $29.02 $1.39 Million - $1.61 Million
-55,634 Reduced 13.77%
348,295 $8.72 Billion
Q4 2024

Feb 14, 2025
BUY
$25.93 - $105.3 $10.5 Million - $42.5 Million
403,929 New
403,929 $11.3 Billion

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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