Martel Wealth Advisors Inc Schwab Strategic Tr Us Large C Transaction History

Martel Wealth Advisors Inc

$502 Billion
Q1 2025

A detailed history of Martel Wealth Advisors Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Martel Wealth Advisors Inc holds 508,542 shares of SCHG stock, worth $14 Million. This represents 2.54% of its overall portfolio holdings.

Number of Shares

508,542

Previous 535,870 5.1%

Holding current value

$14 Million

Previous $14.9 Billion 14.74%

% of portfolio

2.54%

Previous 2.92%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	SELL	$24.91 - $29.02 $680,740 - $793,058	-27,328 Reduced 5.1%	508,542 $12.7 Billion
Q4 2024 Jan 16, 2025	BUY	$25.93 - $105.3 $10.4 Million - $42.2 Million	400,312 Added 295.31%	535,870 $14.9 Billion
Q3 2024 Oct 09, 2024	SELL	$92.63 - $105.69 $735,760 - $839,495	-7,943 Reduced 5.54%	135,558 $14.1 Billion
Q2 2024 Oct 09, 2024	SELL	$87.04 - $101.61 $89,303 - $104,251	-1,026 Reduced 0.71%	143,501 $14.5 Billion
Q1 2024 Oct 09, 2024	SELL	$80.6 - $93.32 $991,218 - $1.15 Million	-12,298 Reduced 7.84%	144,527 $13.4 Billion
Q4 2023 Oct 09, 2024	SELL	$70.08 - $83.37 $296,438 - $352,655	-4,230 Reduced 2.63%	156,825 $13 Billion
Q3 2023 Oct 09, 2024	SELL	$71.99 - $78.02 $173,999 - $188,574	-2,417 Reduced 1.48%	161,055 $11.7 Billion
Q2 2023 Oct 09, 2024	SELL	$63.6 - $74.95 $3.33 Million - $3.93 Million	-52,385 Reduced 24.27%	163,472 $12.3 Billion
Q1 2023 Oct 09, 2024	BUY	$54.19 - $65.17 $927,624 - $1.12 Million	17,118 Added 8.61%	215,857 $14.1 Billion
Q4 2022 Oct 09, 2024	BUY	$54.31 - $60.76 $5.8 Million - $6.48 Million	106,721 Added 115.98%	198,739 $11 Billion
Q3 2022 Oct 09, 2024	BUY	$55.81 - $69.25 $2.06 Million - $2.56 Million	36,980 Added 67.19%	92,018 $5.14 Billion
Q2 2022 Oct 09, 2024	BUY	$55.73 - $76.55 $1.87 Million - $2.57 Million	33,624 Added 157.02%	55,038 $3.19 Billion
Q1 2022 Oct 09, 2024	BUY	$65.63 - $82.62 $885,151 - $1.11 Million	13,487 Added 170.14%	21,414 $1.6 Billion
Q4 2021 Oct 09, 2024	BUY	$73.11 - $83.4 $24,711 - $28,189	338 Added 4.45%	7,927 $1.3 Billion
Q3 2021 Oct 09, 2024	BUY	$73.24 - $78.94 $17,064 - $18,393	233 Added 3.17%	7,589 $1.12 Billion
Q2 2021 Oct 09, 2024	BUY	$65.3 - $73.24 $28,274 - $31,712	433 Added 6.25%	7,356 $1.07 Billion
Q1 2021 Oct 09, 2024	BUY	$61.41 - $68.35 $15,475 - $17,224	252 Added 3.78%	6,923 $563 Million
Q4 2020 Oct 09, 2024	BUY	$55.95 - $64.38 $373,242 - $429,478	6,671 New	6,671 $543 Million
Q3 2020 Oct 18, 2024	SELL	$51.42 - $61.56 $21,544 - $25,793	-419 Reduced 6.14%	6,401 $737 Million
Q2 2020 Oct 18, 2024	SELL	$37.99 - $51.32 $6,648 - $8,981	-175 Reduced 2.5%	6,820 $693 Million
Q1 2020 Oct 18, 2024	BUY	$34.6 - $51.17 $67,954 - $100,497	1,964 Added 39.04%	6,995 $557 Million
Q4 2019 Oct 18, 2024	SELL	$40.97 - $46.72 $614 - $700	-15 Reduced 0.3%	5,031 $467 Million
Q3 2019 Oct 18, 2024	SELL	$41.7 - $42.86 $13,344 - $13,715	-320 Reduced 5.96%	5,046 $424 Million
Q2 2019 Oct 18, 2024	SELL	N/A	-189 Reduced 3.4%	5,366 $447 Million
Q1 2019 Oct 18, 2024	BUY	N/A	113 Added 2.08%	5,555 $441 Million
Q4 2018 Oct 18, 2024	SELL	N/A	-130,116 Reduced 95.99%	5,442 $375 Million

Others Institutions Holding SCHG

# of Institutions

1,502

Shares Held

739M

Call Options Held

327K

Put Options Held

193K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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Martel Wealth Advisors Inc Schwab Strategic Tr Us Large C Transaction History