Barden Capital Management, Inc. Schwab Strategic Tr Us Large C Transaction History

Barden Capital Management, Inc.

$114 Million
Q2 2025

A detailed history of Barden Capital Management, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Barden Capital Management, Inc. holds 136,794 shares of SCHG stock, worth $4.34 Million. This represents 3.5% of its overall portfolio holdings.

Number of Shares

136,794

Previous 139,904 2.22%

Holding current value

$4.34 Million

Previous $3.5 Million 14.14%

% of portfolio

3.5%

Previous 3.12%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	SELL	$22.27 - $29.21 $69,259 - $90,843	-3,110 Reduced 2.22%	136,794 $4 Million
Q1 2025 Apr 14, 2025	SELL	$24.91 - $29.02 $7,323 - $8,531	-294 Reduced 0.21%	139,904 $3.5 Million
Q4 2024 Feb 06, 2025	BUY	$25.93 - $105.3 $2.74 Million - $11.1 Million	105,659 Added 305.91%	140,198 $3.91 Million
Q3 2024 Oct 18, 2024	BUY	$92.63 - $105.69 $79,939 - $91,210	863 Added 2.56%	34,539 $3.6 Million
Q2 2024 Aug 09, 2024	SELL	$87.04 - $101.61 $18,713 - $21,846	-215 Reduced 0.63%	33,676 $3.4 Million
Q1 2024 May 09, 2024	SELL	$80.6 - $93.32 $1.74 Million - $2.02 Million	-21,613 Reduced 38.94%	33,891 $3.14 Million
Q3 2023 Nov 14, 2023	BUY	$71.99 - $78.02 $767,413 - $831,693	10,660 Added 23.77%	55,504 $4.04 Million
Q2 2023 Aug 09, 2023	SELL	$63.6 - $74.95 $1.04 Million - $1.23 Million	-16,427 Reduced 26.81%	44,844 $3.36 Million
Q1 2023 May 08, 2023	BUY	$54.19 - $65.17 $3,684 - $4,431	68 Added 0.11%	61,271 $3.99 Million
Q4 2022 Jan 26, 2023	BUY	$54.31 - $60.76 $173,792 - $194,432	3,200 Added 5.52%	61,203 $0
Q3 2022 Nov 08, 2022	SELL	$55.81 - $69.25 $76,292 - $94,664	-1,367 Reduced 2.3%	58,003 $3.24 Million
Q2 2022 Aug 02, 2022	BUY	$55.73 - $76.55 $275,696 - $378,692	4,947 Added 9.09%	59,370 $3.44 Million
Q1 2022 May 06, 2022	BUY	$65.63 - $82.62 $1.87 Million - $2.36 Million	28,511 Added 110.03%	54,423 $4.07 Million
Q4 2021 Feb 04, 2022	BUY	$73.11 - $83.4 $1.89 Million - $2.16 Million	25,912 New	25,912 $4.24 Million

Others Institutions Holding SCHG

# of Institutions

1,636

Shares Held

832M

Call Options Held

606K

Put Options Held

163K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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Barden Capital Management, Inc. Schwab Strategic Tr Us Large C Transaction History