Wealth Effects LLC Schwab Strategic Tr Us Large C Transaction History

Wealth Effects LLC

$268 Million
Q3 2025

A detailed history of Wealth Effects LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wealth Effects LLC holds 13,208 shares of SCHG stock, worth $426,090. This represents 0.16% of its overall portfolio holdings.

Number of Shares

13,208

Previous 13,088 0.92%

Holding current value

$426,090

Previous $382,000 10.21%

% of portfolio

0.16%

Previous 0.16%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$28.92 - $32.19 $3,470 - $3,862	120 Added 0.92%	13,208 $421,000
Q2 2025 Jul 15, 2025	SELL	$22.27 - $29.21 $25,387 - $33,299	-1,140 Reduced 8.01%	13,088 $382,000
Q1 2025 Apr 23, 2025	SELL	$24.91 - $29.02 $2,491 - $2,902	-100 Reduced 0.7%	14,228 $356,000
Q4 2024 Jan 22, 2025	BUY	$25.93 - $105.3 $287,071 - $1.17 Million	11,071 Added 339.91%	14,328 $399,000
Q3 2024 Oct 21, 2024	BUY	$92.63 - $105.69 $20,841 - $23,780	225 Added 7.42%	3,257 $339,000

Q2 2024 Aug 02, 2024	BUY	$87.04 - $101.61 $59,100 - $68,993	679 Added 28.86%	3,032 $305,000
Q1 2024 Apr 22, 2024	BUY	$80.6 - $93.32 $189,651 - $219,581	2,353 New	2,353 $218,000

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

Ticker SCHG
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Wealth Effects LLC Schwab Strategic Tr Us Large C Transaction History