Fermata Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Fermata Advisors, LLC

  • $335 Million
  • Q2 2025

A detailed history of Fermata Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Fermata Advisors, LLC holds 143,254 shares of SCHG stock, worth $4.33 Million. This represents 1.25% of its overall portfolio holdings.

Number of Shares
143,254
Previous 105,984 35.17%
Holding current value
$4.33 Million
Previous $2.65 Million 57.83%
% of portfolio
1.25%
Previous 0.54%

Shares

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

Jul 09, 2025
BUY
$22.27 - $29.21 $830,002 - $1.09 Million
37,270 Added 35.17%
143,254 $4.18 Million
Q1 2025

Apr 10, 2025
BUY
$24.91 - $29.02 $1.53 Million - $1.78 Million
61,446 Added 137.96%
105,984 $2.65 Million
Q4 2024

Jan 14, 2025
BUY
$25.93 - $105.3 $1.09 Million - $4.44 Million
42,184 Added 1792.01%
44,538 $1.24 Million
Q3 2024

Oct 09, 2024
BUY
$92.63 - $105.69 $218,051 - $248,794
2,354 New
2,354 $245,000

Others Institutions Holding SCHG

# of Institutions
1,562
Shares Held
760M
Call Options Held
327K
Put Options Held
193K
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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