Vsm Wealth Advisory, LLC Schwab Strategic Tr Us Large C Transaction History

Vsm Wealth Advisory, LLC

  • $322 Billion
  • Q3 2025

A detailed history of Vsm Wealth Advisory, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Vsm Wealth Advisory, LLC holds 23,777 shares of SCHG stock, worth $767,046. This represents 0.24% of its overall portfolio holdings.

Number of Shares
23,777
Previous 332,453 92.85%
Holding current value
$767,046
Previous $8.13 Billion 90.66%
% of portfolio
0.24%
Previous 2.68%

Shares

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

Nov 12, 2025
SELL
$28.92 - $32.19 $8.93 Million - $9.94 Million
-308,676 Reduced 92.85%
23,777 $759 Million
Q2 2025

Aug 11, 2025
BUY
$22.27 - $29.21 $7.22 Million - $9.47 Million
324,086 Added 3873.38%
332,453 $8.13 Billion
Q1 2025

May 05, 2025
BUY
$24.91 - $29.02 $130,503 - $152,035
5,239 Added 167.49%
8,367 $210 Million
Q4 2024

Feb 10, 2025
BUY
$25.93 - $105.3 $81,109 - $329,378
3,128 New
3,128 $87.2 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
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