Basepoint Wealth LLC Schwab Strategic Tr Us Large C Transaction History

Basepoint Wealth LLC

  • $129 Billion
  • Q2 2025

A detailed history of Basepoint Wealth LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Basepoint Wealth LLC holds 13,752 shares of SCHG stock, worth $436,488. This represents 0.31% of its overall portfolio holdings.

Number of Shares
13,752
Previous 14,685 6.35%
Holding current value
$436,488
Previous $368 Million 9.24%
% of portfolio
0.31%
Previous 0.29%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Oct 16, 2025
SELL
$22.27 - $29.21 $20,777 - $27,252
-933 Reduced 6.35%
13,752 $402 Million
Q1 2025

Oct 16, 2025
SELL
$24.91 - $29.02 $59,011 - $68,748
-2,369 Reduced 13.89%
14,685 $368 Million
Q4 2024

Oct 16, 2025
BUY
$25.93 - $105.3 $199,401 - $809,757
7,690 Added 82.12%
17,054 $475 Million
Q3 2024

Oct 16, 2025
SELL
$92.63 - $105.69 $10,930 - $12,471
-118 Reduced 1.24%
9,364 $976 Million
Q2 2024

Oct 16, 2025
SELL
$87.04 - $101.61 $59,187 - $69,094
-680 Reduced 6.69%
9,482 $956 Million
Q1 2024

Oct 16, 2025
BUY
$80.6 - $93.32 $819,057 - $948,317
10,162 New
10,162 $942 Million

Others Institutions Holding SCHG

# of Institutions
1,617
Shares Held
816M
Call Options Held
606K
Put Options Held
163K
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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