Werba Rubin Papier Wealth Management Schwab Strategic Tr Us Large C Transaction History

Werba Rubin Papier Wealth Management

$532 Billion
Q2 2025

A detailed history of Werba Rubin Papier Wealth Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Werba Rubin Papier Wealth Management holds 84,760 shares of SCHG stock, worth $2.72 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares

84,760

Previous 85,463 0.82%

Holding current value

$2.72 Million

Previous $2.14 Billion 15.69%

% of portfolio

0.47%

Previous 0.47%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	SELL	$22.27 - $29.21 $15,655 - $20,534	-703 Reduced 0.82%	84,760 $2.48 Billion
Q1 2025 May 07, 2025	SELL	$24.91 - $29.02 $994,930 - $1.16 Million	-39,941 Reduced 31.85%	85,463 $2.14 Billion
Q4 2024 Jan 31, 2025	BUY	$25.93 - $105.3 $2.39 Million - $9.72 Million	92,272 Added 278.5%	125,404 $3.5 Billion
Q3 2024 Oct 18, 2024	SELL	$92.63 - $105.69 $368,111 - $420,012	-3,974 Reduced 10.71%	33,132 $3.45 Billion
Q2 2024 Aug 06, 2024	SELL	$87.04 - $101.61 $522,849 - $610,371	-6,007 Reduced 13.93%	37,106 $3.74 Billion
Q1 2024 Apr 30, 2024	SELL	$80.6 - $93.32 $20,875 - $24,169	-259 Reduced 0.6%	43,113 $4 Billion
Q4 2023 Jan 22, 2024	BUY	$70.08 - $83.37 $586,499 - $697,723	8,369 Added 23.91%	43,372 $3.6 Billion
Q3 2023 Nov 06, 2023	BUY	$71.99 - $78.02 $147,507 - $159,862	2,049 Added 6.22%	35,003 $2.55 Billion
Q2 2023 Jul 24, 2023	BUY	$63.6 - $74.95 $1.34 Million - $1.58 Million	21,035 Added 176.48%	32,954 $2.47 Billion
Q1 2023 Apr 26, 2023	BUY	$54.19 - $65.17 $353,698 - $425,364	6,527 Added 121.05%	11,919 $777 Million
Q4 2022 Mar 28, 2023	BUY	$54.31 - $60.76 $292,839 - $327,617	5,392 New	5,392 $300 Million

Others Institutions Holding SCHG

# of Institutions

1,604

Shares Held

816M

Call Options Held

606K

Put Options Held

163K

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 Werba Rubin Papier Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Werba Rubin Papier Wealth Management with notifications on news.

Account

Werba Rubin Papier Wealth Management Schwab Strategic Tr Us Large C Transaction History