One Charles Private Wealth Services, LLC Schwab Strategic Tr Us Large C Transaction History

One Charles Private Wealth Services, LLC

  • $342 Million
  • Q3 2025

A detailed history of One Charles Private Wealth Services, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, One Charles Private Wealth Services, LLC holds 275,067 shares of SCHG stock, worth $8.87 Million. This represents 2.56% of its overall portfolio holdings.

Number of Shares
275,067
Previous 243,416 13.0%
Holding current value
$8.87 Million
Previous $7.11 Million 23.45%
% of portfolio
2.56%
Previous 2.19%

Shares

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

Nov 12, 2025
BUY
$28.92 - $32.19 $915,346 - $1.02 Million
31,651 Added 13.0%
275,067 $8.78 Million
Q2 2025

Aug 12, 2025
BUY
$22.27 - $29.21 $5.42 Million - $7.11 Million
243,416 New
243,416 $7.11 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

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
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