Baker Tilly Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History

Baker Tilly Wealth Management, LLC

$377 Million
Q4 2025

A detailed history of Baker Tilly Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 13,705 shares of SCHG stock, worth $442,123. This represents 0.12% of its overall portfolio holdings.

Number of Shares

13,705

Previous 13,691 0.1%

Holding current value

$442,123

Previous $436,000 1.38%

% of portfolio

0.12%

Previous 0.1%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 08, 2026	BUY	$31.41 - $33.69 $439 - $471	14 Added 0.1%	13,705 $442,000
Q3 2025 Oct 09, 2025	BUY	$28.92 - $32.19 $347 - $386	12 Added 0.09%	13,691 $436,000
Q2 2025 Jul 10, 2025	BUY	$22.27 - $29.21 $289 - $379	13 Added 0.1%	13,679 $399,000
Q1 2025 Apr 09, 2025	BUY	$24.91 - $29.02 $398 - $464	16 Added 0.12%	13,666 $341,000
Q4 2024 Jan 10, 2025	BUY	$25.93 - $105.3 $264,719 - $1.08 Million	10,209 Added 296.69%	13,650 $380,000

Q3 2024 Oct 24, 2024	BUY	$92.63 - $105.69 $6,206 - $7,081	67 Added 1.99%	3,441 $358,000
Q4 2023 Jan 10, 2024	BUY	$70.08 - $83.37 $236,449 - $281,290	3,374 New	3,374 $279,000

Others Institutions Holding SCHG

# of Institutions

1,686

Shares Held

855M

Call Options Held

543K

Put Options Held

113K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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Baker Tilly Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History