Caliber Wealth Management, LLC / Ks Schwab Strategic Tr Us Large C Transaction History

Caliber Wealth Management, LLC / Ks

  • $897 Billion
  • Q3 2025

A detailed history of Caliber Wealth Management, LLC / Ks transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 9,934 shares of SCHG stock, worth $320,470. This represents 0.04% of its overall portfolio holdings.

Number of Shares
9,934
Previous 10,254 3.12%
Holding current value
$320,470
Previous $300 Million 5.83%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Nov 05, 2025
SELL
$28.92 - $32.19 $9,254 - $10,300
-320 Reduced 3.12%
9,934 $317 Million
Q2 2025

Jul 30, 2025
BUY
$22.27 - $29.21 $5,790 - $7,594
260 Added 2.6%
10,254 $300 Million
Q1 2025

May 06, 2025
BUY
$24.91 - $29.02 $248,950 - $290,025
9,994 New
9,994 $250 Million

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

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
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