Diversified Portfolios, Inc. Schwab Strategic Tr Us Large C Transaction History

Diversified Portfolios, Inc.

  • $851 Million
  • Q2 2025

A detailed history of Diversified Portfolios, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Diversified Portfolios, Inc. holds 17,638 shares of SCHG stock, worth $573,587. This represents 0.06% of its overall portfolio holdings.

Number of Shares
17,638
Previous 19,822 11.02%
Holding current value
$573,587
Previous $496,000 3.83%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Aug 11, 2025
SELL
$22.27 - $29.21 $48,637 - $63,794
-2,184 Reduced 11.02%
17,638 $515,000
Q1 2025

Apr 22, 2025
SELL
$24.91 - $29.02 $99,889 - $116,370
-4,010 Reduced 16.83%
19,822 $496,000
Q4 2024

Jan 29, 2025
BUY
$25.93 - $105.3 $617,963 - $2.51 Million
23,832 New
23,832 $664,000

Others Institutions Holding SCHG

# of Institutions
1,604
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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