Financial Consulate, Inc Schwab Strategic Tr Us Large C Transaction History

Financial Consulate, Inc

$486 Million
Q2 2025

A detailed history of Financial Consulate, Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Financial Consulate, Inc holds 58,221 shares of SCHG stock, worth $1.76 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

58,221

Previous 58,188 0.06%

Holding current value

$1.76 Million

Previous $1.46 Million 16.68%

% of portfolio

0.35%

Previous 0.38%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	BUY	$22.27 - $29.21 $734 - $963	33 Added 0.06%	58,221 $1.7 Million
Q1 2025 Apr 25, 2025	BUY	$24.91 - $29.02 $31,560 - $36,768	1,267 Added 2.23%	58,188 $1.46 Million
Q4 2024 Jan 31, 2025	BUY	$25.93 - $105.3 $1.17 Million - $4.76 Million	45,186 Added 385.05%	56,921 $1.59 Million
Q3 2024 Oct 21, 2024	BUY	$92.63 - $105.69 $649,058 - $740,569	7,007 Added 148.2%	11,735 $1.22 Million
Q2 2024 Jul 19, 2024	SELL	$87.04 - $101.61 $31,334 - $36,579	-360 Reduced 7.08%	4,728 $476,000
Q1 2024 Apr 22, 2024	BUY	$80.6 - $93.32 $28,129 - $32,568	349 Added 7.36%	5,088 $471,000
Q4 2023 Jan 31, 2024	BUY	$70.08 - $83.37 $70 - $83	1 Added 0.02%	4,739 $393,000
Q3 2023 Oct 23, 2023	BUY	$71.99 - $78.02 $341,088 - $369,658	4,738 New	4,738 $344,000

Others Institutions Holding SCHG

# of Institutions

1,566

Shares Held

767M

Call Options Held

298K

Put Options Held

193K

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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Financial Consulate, Inc Schwab Strategic Tr Us Large C Transaction History