Brass Tax Wealth Management, Inc Schwab Strategic Tr Us Large C Transaction History

Brass Tax Wealth Management, Inc

$476 Billion
Q1 2025

A detailed history of Brass Tax Wealth Management, Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 759,181 shares of SCHG stock, worth $19.3 Million. This represents 3.99% of its overall portfolio holdings.

Number of Shares

759,181

Previous 725,182 4.69%

Holding current value

$19.3 Million

Previous $20.2 Billion 5.94%

% of portfolio

3.99%

Previous 4.25%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	BUY	$24.91 - $29.02 $846,915 - $986,650	33,999 Added 4.69%	759,181 $19 Billion
Q4 2024 Apr 29, 2025	BUY	$25.93 - $105.3 $14.2 Million - $57.6 Million	546,727 Added 306.37%	725,182 $20.2 Billion
Q3 2024 Apr 29, 2025	BUY	$92.63 - $105.69 $12.6 Million - $14.3 Million	135,749 Added 317.87%	178,455 $18.6 Billion
Q3 2024 Dec 12, 2024	BUY	$92.63 - $105.69 $504,092 - $575,164	5,442 Added 14.6%	42,706 $4.45 Million
Q2 2024 Dec 12, 2024	BUY	$87.04 - $101.61 $3.24 Million - $3.79 Million	37,264 New	37,264 $3.76 Billion
Q1 2024 Jul 31, 2024	BUY	$80.6 - $93.32 $1.54 Million - $1.79 Million	19,132 New	19,132 $1.77 Billion

Others Institutions Holding SCHG

# of Institutions

1,491

Shares Held

709M

Call Options Held

296K

Put Options Held

153K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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Brass Tax Wealth Management, Inc Schwab Strategic Tr Us Large C Transaction History