Paragon Private Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History

Paragon Private Wealth Management, LLC

  • $283 Million
  • Q3 2025

A detailed history of Paragon Private Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Paragon Private Wealth Management, LLC holds 36,464 shares of SCHG stock, worth $1.18 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
36,464
Previous 33,073 10.25%
Holding current value
$1.18 Million
Previous $966,000 20.39%
% of portfolio
0.41%
Previous 0.41%

Shares

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

Nov 03, 2025
BUY
$28.92 - $32.19 $98,067 - $109,156
3,391 Added 10.25%
36,464 $1.16 Million
Q2 2025

Aug 14, 2025
BUY
$22.27 - $29.21 $125,691 - $164,861
5,644 Added 20.58%
33,073 $966,000
Q1 2025

May 15, 2025
BUY
$24.91 - $29.02 $683,256 - $795,989
27,429 New
27,429 $686,000

Others Institutions Holding SCHG

# of Institutions
1,698
Shares Held
861M
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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