Napa Wealth Management Schwab Strategic Tr Us Large C Transaction History

Napa Wealth Management

  • $178 Billion
  • Q1 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 25,146 shares of SCHG stock, worth $699,310. This represents 0.35% of its overall portfolio holdings.

Number of Shares
25,146
Previous 119,122 78.89%
Holding current value
$699,310
Previous $3.32 Billion 81.03%
% of portfolio
0.35%
Previous 1.44%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,502
Shares Held
739M
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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