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

Colorado Capital Management, Inc.

$233 Million
Q2 2025

A detailed history of Colorado Capital Management, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Colorado Capital Management, Inc. holds 37,218 shares of SCHG stock, worth $1.13 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares

37,218

Previous 32,470 14.62%

Holding current value

$1.13 Million

Previous $813,000 33.7%

% of portfolio

0.47%

Previous 0.38%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 11, 2025	BUY	$22.27 - $29.21 $105,737 - $138,689	4,748 Added 14.62%	37,218 $1.09 Million
Q1 2025 Apr 18, 2025	BUY	$24.91 - $29.02 $896 - $1,044	36 Added 0.11%	32,470 $813,000
Q4 2024 Jan 16, 2025	BUY	$25.93 - $105.3 $608,836 - $2.47 Million	23,480 Added 262.23%	32,434 $904,000
Q3 2024 Oct 09, 2024	BUY	$92.63 - $105.69 $741 - $845	8 Added 0.09%	8,954 $933,000
Q2 2024 Jul 25, 2024	BUY	$87.04 - $101.61 $75,115 - $87,689	863 Added 10.68%	8,946 $902,000
Q1 2024 Apr 15, 2024	BUY	$80.6 - $93.32 $651,489 - $754,305	8,083 New	8,083 $749,000

Others Institutions Holding SCHG

# of Institutions

1,589

Shares Held

798M

Call Options Held

298K

Put Options Held

193K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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Colorado Capital Management, Inc. Schwab Strategic Tr Us Large C Transaction History