Savvy Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History

Savvy Advisors, Inc.

$974 Million
Q1 2025

A detailed history of Savvy Advisors, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Savvy Advisors, Inc. holds 899,049 shares of SCHG stock, worth $24.8 Million. This represents 2.31% of its overall portfolio holdings.

Number of Shares

899,049

Previous 347,915 158.41%

Holding current value

$24.8 Million

Previous $9.7 Million 132.18%

% of portfolio

2.31%

Previous 1.19%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	BUY	$24.91 - $29.02 $13.7 Million - $16 Million	551,134 Added 158.41%	899,049 $22.5 Million
Q4 2024 Feb 13, 2025	BUY	$25.93 - $105.3 $7.95 Million - $32.3 Million	306,482 Added 739.71%	347,915 $9.7 Million
Q3 2024 Nov 05, 2024	BUY	$92.63 - $105.69 $1.48 Million - $1.69 Million	15,963 Added 62.67%	41,433 $4.32 Billion
Q2 2024 Aug 14, 2024	BUY	$87.04 - $101.61 $1.87 Million - $2.18 Million	21,447 Added 533.11%	25,470 $2.57 Billion
Q1 2024 May 13, 2024	SELL	$80.6 - $93.32 $297,655 - $344,630	-3,693 Reduced 47.86%	4,023 $373 Million
Q4 2023 Feb 08, 2024	BUY	$70.08 - $83.37 $540,737 - $643,282	7,716 New	7,716 $640 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

Ticker SCHG
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Savvy Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History