Defined Financial Planning LLC Schwab Strategic Tr Us Large C Transaction History

Defined Financial Planning LLC

  • $121 Billion
  • Q3 2025

A detailed history of Defined Financial Planning LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Defined Financial Planning LLC holds 436,270 shares of SCHG stock, worth $14.1 Million. This represents 11.77% of its overall portfolio holdings.

Number of Shares
436,270
Previous 391,704 11.38%
Holding current value
$14.1 Million
Previous $11.5 Billion 22.9%
% of portfolio
11.77%
Previous 10.25%

Shares

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

Oct 14, 2025
BUY
$28.92 - $32.19 $1.29 Million - $1.43 Million
44,566 Added 11.38%
436,270 $14.2 Billion
Q2 2025

Jul 22, 2025
BUY
$22.27 - $29.21 $1.05 Million - $1.38 Million
47,199 Added 13.7%
391,704 $11.5 Billion
Q1 2025

Apr 15, 2025
BUY
$24.91 - $29.02 $1.77 Million - $2.06 Million
71,007 Added 25.96%
344,505 $8.7 Billion
Q4 2024

Feb 13, 2025
BUY
$25.93 - $105.3 $7.09 Million - $28.8 Million
273,498 New
273,498 $7.62 Billion

Others Institutions Holding SCHG

# of Institutions
1,682
Shares Held
854M
Call Options Held
543K
Put Options Held
113K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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