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

Whipplewood Advisors, LLC

  • $152 Billion
  • Q3 2025

A detailed history of Whipplewood Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Whipplewood Advisors, LLC holds 2,267 shares of SCHG stock, worth $73,133. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,267
Previous 2,446 7.32%
Holding current value
$73,133
Previous $71.4 Million 1.25%
% of portfolio
0.05%
Previous 0.04%

Shares

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

Nov 06, 2025
SELL
$28.92 - $32.19 $5,176 - $5,762
-179 Reduced 7.32%
2,267 $72.3 Million
Q2 2025

Jul 31, 2025
SELL
$22.27 - $29.21 $862,583 - $1.13 Million
-38,733 Reduced 94.06%
2,446 $71.4 Million
Q1 2025

Apr 09, 2025
BUY
$24.91 - $29.02 $971,664 - $1.13 Million
39,007 Added 1795.9%
41,179 $57.2 Million
Q4 2024

Feb 04, 2025
BUY
$25.93 - $105.3 $56,319 - $228,711
2,172 New
2,172 $60.5 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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