Optivise Advisory Services LLC Schwab Strategic Tr Us Large C Transaction History

Optivise Advisory Services LLC

  • $168 Billion
  • Q3 2025

A detailed history of Optivise Advisory Services LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Optivise Advisory Services LLC holds 50,122 shares of SCHG stock, worth $1.62 Million. This represents 0.95% of its overall portfolio holdings.

Number of Shares
50,122
Previous 49,472 1.31%
Holding current value
$1.62 Million
Previous $1.45 Billion 10.68%
% of portfolio
0.95%
Previous 0.74%

Shares

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

Oct 17, 2025
BUY
$28.92 - $32.19 $18,798 - $20,923
650 Added 1.31%
50,122 $1.6 Billion
Q2 2025

Aug 05, 2025
BUY
$22.27 - $29.21 $14,052 - $18,431
631 Added 1.29%
49,472 $1.45 Billion
Q1 2025

Apr 18, 2025
BUY
$24.91 - $29.02 $1.22 Million - $1.42 Million
48,841 New
48,841 $1.22 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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