Delta Investment Management, LLC Schwab Strategic Tr Us Large C Transaction History

Delta Investment Management, LLC

  • $452 Million
  • Q4 2025

A detailed history of Delta Investment Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Delta Investment Management, LLC holds 10,069 shares of SCHG stock, worth $324,825. This represents 0.07% of its overall portfolio holdings.

Number of Shares
10,069
Previous 9,602 4.86%
Holding current value
$324,825
Previous $306,000 5.88%
% of portfolio
0.07%
Previous 0.07%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 30, 2026
BUY
$31.41 - $33.69 $14,668 - $15,733
467 Added 4.86%
10,069 $324,000
Q3 2025

Oct 20, 2025
BUY
$28.92 - $32.19 $86 - $96
3 Added 0.03%
9,602 $306,000
Q2 2025

Jul 31, 2025
SELL
$22.27 - $29.21 $21,690 - $28,450
-974 Reduced 9.21%
9,599 $280,000
Q1 2025

May 14, 2025
BUY
$24.91 - $29.02 $74,754 - $87,089
3,001 Added 39.63%
10,573 $264,000
Q4 2024

Feb 14, 2025
BUY
$25.93 - $105.3 $196,341 - $797,331
7,572 New
7,572 $211,000
Q1 2024

May 08, 2024
BUY
$80.6 - $93.32 $176,111 - $203,904
2,185 New
2,185 $202,000

Others Institutions Holding SCHG

# of Institutions
1,708
Shares Held
859M
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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