Plan A Wealth LLC Schwab Strategic Tr Us Large C Transaction History

Plan A Wealth LLC

  • $197 Billion
  • Q3 2025

A detailed history of Plan A Wealth LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Plan A Wealth LLC holds 9,827 shares of SCHG stock, worth $317,019. This represents 0.16% of its overall portfolio holdings.

Number of Shares
9,827
Previous 8,956 9.73%
Holding current value
$317,019
Previous $262 Million 19.87%
% of portfolio
0.16%
Previous 0.15%

Shares

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

Nov 06, 2025
BUY
$28.92 - $32.19 $25,189 - $28,037
871 Added 9.73%
9,827 $314 Million
Q2 2025

Nov 06, 2025
BUY
$22.27 - $29.21 $199,450 - $261,604
8,956 New
8,956 $262 Million

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
Track This Portfolio

Track Plan A Wealth LLC Portfolio

Follow Plan A Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Plan A Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Plan A Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email