A detailed history of Traphagen Investment Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Traphagen Investment Advisors LLC holds 11,422 shares of SCHG stock, worth $371,443. This represents 0.04% of its overall portfolio holdings.

Number of Shares
11,422
Previous 10,217 11.79%
Holding current value
$371,443
Previous $298,000 22.15%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Oct 07, 2025

BUY
$28.92 - $32.19 $34,848 - $38,788
1,205 Added 11.79%
11,422 $364,000
Q2 2025

Jul 23, 2025

SELL
$22.27 - $29.21 $7,215 - $9,464
-324 Reduced 3.07%
10,217 $298,000
Q1 2025

Apr 17, 2025

BUY
$24.91 - $29.02 $75,128 - $87,524
3,016 Added 40.08%
10,541 $263,000
Q4 2024

Jan 17, 2025

BUY
$25.93 - $105.3 $195,123 - $792,382
7,525 New
7,525 $209,000

Others Institutions Holding SCHG

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
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