Fonville Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History

Fonville Wealth Management LLC

$489 Billion
Q4 2025

A detailed history of Fonville Wealth Management LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Fonville Wealth Management LLC holds 8,534 shares of SCHG stock, worth $275,306. This represents 0.06% of its overall portfolio holdings.

Number of Shares

8,534

Previous 6,673 27.89%

Holding current value

$275,306

Previous $213 Million 30.73%

% of portfolio

0.06%

Previous 0.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 22, 2026	BUY	$31.41 - $33.69 $58,454 - $62,697	1,861 Added 27.89%	8,534 $278 Million
Q3 2025 Oct 27, 2025	SELL	$28.92 - $32.19 $13,968 - $15,547	-483 Reduced 6.75%	6,673 $213 Million
Q2 2025 Aug 07, 2025	BUY	$22.27 - $29.21 $159,364 - $209,026	7,156 New	7,156 $209 Million
Q4 2024 Jan 28, 2025	BUY	$25.93 - $105.3 $147,074 - $597,261	5,672 Added 285.31%	7,660 $213 Million
Q3 2024 Oct 28, 2024	SELL	$92.63 - $105.69 $19,544 - $22,300	-211 Reduced 9.6%	1,988 $207 Million

Q2 2024 Jul 30, 2024	SELL	$87.04 - $101.61 $3,133 - $3,657	-36 Reduced 1.61%	2,199 $222 Million
Q1 2024 Apr 26, 2024	BUY	$80.6 - $93.32 $180,141 - $208,570	2,235 New	2,235 $207 Million

Others Institutions Holding SCHG

# of Institutions

1,698

Shares Held

861M

Call Options Held

543K

Put Options Held

113K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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Fonville Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History