Defined Financial Planning LLC Schwab Strategic Tr Us Large C Transaction History

Defined Financial Planning LLC

  • $98.7 Billion
  • Q1 2025

A detailed history of Defined Financial Planning LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Defined Financial Planning LLC holds 344,505 shares of SCHG stock, worth $8.76 Million. This represents 8.81% of its overall portfolio holdings.

Number of Shares
344,505
Previous 273,498 25.96%
Holding current value
$8.76 Million
Previous $7.62 Billion 14.08%
% of portfolio
8.81%
Previous 8.14%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 15, 2025
BUY
$24.91 - $29.02 $1.77 Million - $2.06 Million
71,007 Added 25.96%
344,505 $8.7 Billion
Q4 2024

Feb 13, 2025
BUY
$25.93 - $105.3 $7.09 Million - $28.8 Million
273,498 New
273,498 $7.62 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

SCHG Quotes by TradingView
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More about SCHG
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