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 $5.21 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

204,876

Previous 204,659 0.11%

Holding current value

$5.21 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

1,491

Shares Held

709M

Call Options Held

296K

Put Options Held

153K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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