A detailed history of K2 Financial Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, K2 Financial Inc. holds 50,012 shares of SCHG stock, worth $1.51 Million. This represents 1.3% of its overall portfolio holdings.

Number of Shares
50,012
Previous 49,944 0.14%
Holding current value
$1.51 Million
Previous $1.15 Billion 28.19%
% of portfolio
1.3%
Previous 1.13%

Shares

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

Jul 17, 2025

BUY
$22.27 - $29.21 $1,514 - $1,986
68 Added 0.14%
50,012 $1.47 Billion
Q1 2025

Apr 25, 2025

BUY
$24.91 - $29.02 $179,875 - $209,553
7,221 Added 16.9%
49,944 $1.15 Billion
Q4 2024

Feb 06, 2025

BUY
$25.93 - $105.3 $1.11 Million - $4.5 Million
42,723 New
42,723 $1.18 Billion

Others Institutions Holding SCHG

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
Track This Portfolio

Track K2 Financial Inc. Portfolio

Follow K2 Financial Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of K2 Financial Inc., based on Form 13F filings with the SEC.

News

Stay updated on K2 Financial Inc. with notifications on news.