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 10,217 shares of SCHG stock, worth $308,962. This represents 0.04% of its overall portfolio holdings.

Number of Shares
10,217
Previous 10,541 3.07%
Holding current value
$308,962
Previous $263,000 13.31%
% of portfolio
0.04%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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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