Steele Capital Management, Inc. Schwab Strategic Tr Us Large C Transaction History

Steele Capital Management, Inc.

$1.92 Trillion
Q1 2025

A detailed history of Steele Capital Management, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Steele Capital Management, Inc. holds 204,876 shares of SCHG stock, worth $5.65 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

204,876

Previous 204,659 0.11%

Holding current value

$5.65 Million

Previous $5.7 Billion 10.06%

% of portfolio

0.27%

Previous 0.3%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	BUY	$24.91 - $29.02 $5,405 - $6,297	217 Added 0.11%	204,876 $5.13 Billion
Q4 2024 Jan 31, 2025	BUY	$25.93 - $105.3 $3.94 Million - $16 Million	151,871 Added 287.7%	204,659 $5.7 Billion
Q3 2024 Nov 08, 2024	SELL	$92.63 - $105.69 $367,463 - $419,272	-3,967 Reduced 6.99%	52,788 $5.5 Billion
Q2 2024 Jul 16, 2024	BUY	$87.04 - $101.61 $72,852 - $85,047	837 Added 1.5%	56,755 $5.73 Billion
Q1 2024 Apr 18, 2024	SELL	$80.6 - $93.32 $405,579 - $469,586	-5,032 Reduced 8.26%	55,918 $5.18 Billion
Q4 2023 Feb 05, 2024	BUY	$70.08 - $83.37 $4.27 Million - $5.08 Million	60,950 New	60,950 $5.06 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

Ticker SCHG
Sector ETFs
Industry ETFs

More about SCHG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Steele Capital Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Steele Capital Management, Inc. with notifications on news.

Account

Steele Capital Management, Inc. Schwab Strategic Tr Us Large C Transaction History