Schwallier Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History

Schwallier Wealth Management LLC

$131 Billion
Q4 2024

A detailed history of Schwallier Wealth Management LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Schwallier Wealth Management LLC holds 188,689 shares of SCHG stock, worth $5.4 Million. This represents 4.0% of its overall portfolio holdings.

Number of Shares

188,689

Previous 47,481 297.4%

Holding current value

$5.4 Million

Previous $4.95 Billion 6.31%

% of portfolio

4.0%

Previous 3.54%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$25.93 - $105.3 $3.66 Million - $14.9 Million	141,208 Added 297.4%	188,689 $5.26 Billion
Q3 2024 Nov 07, 2024	BUY	$92.63 - $105.69 $147,189 - $167,941	1,589 Added 3.46%	47,481 $4.95 Billion
Q2 2024 Aug 13, 2024	BUY	$87.04 - $101.61 $88,084 - $102,829	1,012 Added 2.25%	45,892 $4.63 Billion
Q1 2024 May 14, 2024	SELL	$80.6 - $93.32 $466,270 - $539,856	-5,785 Reduced 11.42%	44,880 $4.16 Billion
Q4 2023 Feb 14, 2024	BUY	$70.08 - $83.37 $3.55 Million - $4.22 Million	50,665 New	50,665 $4.2 Billion

Others Institutions Holding SCHG

# of Institutions

1,502

Shares Held

739M

Call Options Held

327K

Put Options Held

193K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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