Optima Capital LLC Schwab Strategic Tr Us Large C Transaction History

Optima Capital LLC

  • $206 Billion
  • Q3 2025

A detailed history of Optima Capital LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Optima Capital LLC holds 171,554 shares of SCHG stock, worth $5.45 Million. This represents 2.66% of its overall portfolio holdings.

Number of Shares
171,554
Previous 104,185 64.66%
Holding current value
$5.45 Million
Previous $3.04 Billion 79.88%
% of portfolio
2.66%
Previous 1.64%

Shares

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

Oct 27, 2025
BUY
$28.92 - $32.19 $1.95 Million - $2.17 Million
67,369 Added 64.66%
171,554 $5.47 Billion
Q2 2025

Jul 14, 2025
BUY
$22.27 - $29.21 $2.12 Million - $2.78 Million
95,171 Added 1055.81%
104,185 $3.04 Billion
Q1 2025

Jun 12, 2025
SELL
$24.91 - $29.02 $2.91 Million - $3.39 Million
-116,856 Reduced 92.84%
9,014 $226 Million
Q4 2024

Jun 12, 2025
BUY
$25.93 - $105.3 $3.26 Million - $13.3 Million
125,870 New
125,870 $3.51 Billion

Others Institutions Holding SCHG

# of Institutions
1,636
Shares Held
832M
Call Options Held
606K
Put Options Held
163K
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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