Napa Wealth Management Schwab Strategic Tr Us Large C Transaction History

Napa Wealth Management

  • $213 Billion
  • Q3 2025

A detailed history of Napa Wealth Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Napa Wealth Management holds 33,164 shares of SCHG stock, worth $1.07 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares
33,164
Holding current value
$1.07 Million
% of portfolio
0.5%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$28.92 - $32.19 $959,102 - $1.07 Million
33,164 New
33,164 $1.06 Billion
Q1 2025

May 14, 2025
SELL
$24.91 - $29.02 $2.34 Million - $2.73 Million
-93,976 Reduced 78.89%
25,146 $630 Million
Q4 2024

Feb 14, 2025
BUY
$25.93 - $105.3 $3.09 Million - $12.5 Million
119,122 New
119,122 $3.32 Billion
Q4 2023

Feb 22, 2024
BUY
$70.08 - $83.37 $1.24 Million - $1.48 Million
17,737 New
17,737 $1.47 Billion

Others Institutions Holding SCHG

# of Institutions
1,674
Shares Held
849M
Call Options Held
594K
Put Options Held
118K
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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