Vestwell Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Vestwell Advisors, LLC

  • $280 Billion
  • Q3 2025

A detailed history of Vestwell Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Vestwell Advisors, LLC holds 1,168,550 shares of SCHG stock, worth $37.7 Million. This represents 13.3% of its overall portfolio holdings.

Number of Shares
1,168,550
Previous 1,166,941 0.14%
Holding current value
$37.7 Million
Previous $34.1 Billion 9.39%
% of portfolio
13.3%
Previous 15.38%

Shares

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

Dec 05, 2025
BUY
$28.92 - $32.19 $46,532 - $51,793
1,609 Added 0.14%
1,168,550 $37.3 Billion
Q2 2025

Sep 29, 2025
BUY
$22.27 - $29.21 $26 Million - $34.1 Million
1,166,941 New
1,166,941 $34.1 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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