Klingman & Associates, LLC Schwab Strategic Tr Us Large C Transaction History

Klingman & Associates, LLC

  • $1.97 Billion
  • Q3 2025

A detailed history of Klingman & Associates, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Klingman & Associates, LLC holds 17,302 shares of SCHG stock, worth $558,162. This represents 0.03% of its overall portfolio holdings.

Number of Shares
17,302
Previous 17,767 2.62%
Holding current value
$558,162
Previous $518,000 6.56%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 27, 2025
SELL
$28.92 - $32.19 $13,447 - $14,968
-465 Reduced 2.62%
17,302 $552,000
Q2 2025

Jul 30, 2025
SELL
$22.27 - $29.21 $4,030 - $5,287
-181 Reduced 1.01%
17,767 $518,000
Q1 2025

May 12, 2025
SELL
$24.91 - $29.02 $4,409 - $5,136
-177 Reduced 0.98%
17,948 $449,000
Q4 2024

Jan 31, 2025
BUY
$25.93 - $105.3 $349,354 - $1.42 Million
13,473 Added 289.62%
18,125 $505,000
Q3 2024

Nov 01, 2024
SELL
$92.63 - $105.69 $555 - $634
-6 Reduced 0.13%
4,652 $484,000
Q2 2024

Jul 30, 2024
SELL
$87.04 - $101.61 $23,848 - $27,841
-274 Reduced 5.56%
4,658 $469,000
Q1 2024

May 01, 2024
SELL
$80.6 - $93.32 $56,339 - $65,230
-699 Reduced 12.41%
4,932 $457,000
Q4 2022

Feb 03, 2023
SELL
$54.31 - $60.76 $6,299 - $7,048
-116 Reduced 2.02%
5,631 $312,000
Q1 2022

May 06, 2022
BUY
$65.63 - $82.62 $181,007 - $227,865
2,758 Added 92.27%
5,747 $430,000
Q3 2021

Nov 01, 2021
SELL
$73.24 - $78.94 $9,447 - $10,183
-129 Reduced 4.14%
2,989 $443,000
Q2 2021

Jul 27, 2021
SELL
$65.3 - $73.24 $28,601 - $32,079
-438 Reduced 12.32%
3,118 $455,000
Q1 2021

Apr 29, 2021
SELL
$61.41 - $68.35 $2,763 - $3,075
-45 Reduced 1.25%
3,556 $461,000
Q3 2020

Nov 03, 2020
SELL
$51.42 - $61.56 $17,071 - $20,437
-332 Reduced 8.44%
3,601 $415,000
Q2 2020

Aug 04, 2020
SELL
$37.99 - $51.32 $5,280 - $7,133
-139 Reduced 3.41%
3,933 $399,000
Q1 2020

Apr 29, 2020
BUY
$34.6 - $51.17 $64,875 - $95,943
1,875 Added 85.34%
4,072 $324,000
Q4 2019

Jan 29, 2020
BUY
$40.97 - $46.72 $90,011 - $102,643
2,197 New
2,197 $204,000

Others Institutions Holding SCHG

# of Institutions
1,684
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
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