Sax Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Sax Wealth Advisors, LLC

  • $2.07 Billion
  • Q4 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 25,759 shares of SCHG stock, worth $830,985. This represents 0.04% of its overall portfolio holdings.

Number of Shares
25,759
Previous 26,611 3.2%
Holding current value
$830,985
Previous $849,000 2.24%
% of portfolio
0.04%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026
SELL
$31.41 - $33.69 $26,761 - $28,703
-852 Reduced 3.2%
25,759 $830,000
Q3 2025

Oct 20, 2025
BUY
$28.92 - $32.19 $374,427 - $416,763
12,947 Added 94.75%
26,611 $849,000
Q2 2025

Jul 23, 2025
BUY
$22.27 - $29.21 $304,297 - $399,125
13,664 New
13,664 $399,000

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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