Barnes Wealth Management Group, Inc Schwab Strategic Tr Us Large C Transaction History

Barnes Wealth Management Group, Inc

  • $169 Billion
  • Q2 2025

A detailed history of Barnes Wealth Management Group, Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Barnes Wealth Management Group, Inc holds 87,079 shares of SCHG stock, worth $2.76 Million. This represents 1.5% of its overall portfolio holdings.

Number of Shares
87,079
Previous 85,895 1.38%
Holding current value
$2.76 Million
Previous $2.15 Billion 18.26%
% of portfolio
1.5%
Previous 1.38%

Shares

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

Aug 27, 2025
BUY
$22.27 - $29.21 $26,367 - $34,584
1,184 Added 1.38%
87,079 $2.54 Billion
Q1 2025

May 14, 2025
SELL
$24.91 - $29.02 $115,657 - $134,739
-4,643 Reduced 5.13%
85,895 $2.15 Billion
Q4 2024

May 12, 2025
BUY
$25.93 - $105.3 $2.35 Million - $9.53 Million
90,538 New
90,538 $2.52 Billion

Others Institutions Holding SCHG

# of Institutions
1,633
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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