Naples Global Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Naples Global Advisors, LLC

  • $1.24 Billion
  • Q3 2025

A detailed history of Naples Global Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Naples Global Advisors, LLC holds 10,824 shares of SCHG stock, worth $349,182. This represents 0.03% of its overall portfolio holdings.

Number of Shares
10,824
Previous 8,424 28.49%
Holding current value
$349,182
Previous $246,000 40.24%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Oct 30, 2025
BUY
$28.92 - $32.19 $69,408 - $77,256
2,400 Added 28.49%
10,824 $345,000
Q2 2025

Jul 18, 2025
BUY
$22.27 - $29.21 $187,602 - $246,065
8,424 New
8,424 $246,000

Others Institutions Holding SCHG

# of Institutions
1,687
Shares Held
855M
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
Track This Portfolio

Track Naples Global Advisors, LLC Portfolio

Follow Naples Global Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Naples Global Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Naples Global Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email