Savvy Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History

Savvy Advisors, Inc.

$2.99 Billion
Q4 2025

A detailed history of Savvy Advisors, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Savvy Advisors, Inc. holds 2,371,128 shares of SCHG stock, worth $76.5 Million. This represents 2.56% of its overall portfolio holdings.

Number of Shares

2,371,128

Previous 1,637,120 44.84%

Holding current value

$76.5 Million

Previous $52.2 Million 46.42%

% of portfolio

2.56%

Previous 2.5%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 20, 2026	BUY	$31.41 - $33.69 $23.1 Million - $24.7 Million	734,008 Added 44.84%	2,371,128 $76.5 Million
Q3 2025 Nov 06, 2025	BUY	$28.92 - $32.19 $12.4 Million - $13.8 Million	428,891 Added 35.5%	1,637,120 $52.2 Million
Q2 2025 Aug 04, 2025	BUY	$22.27 - $29.21 $6.89 Million - $9.03 Million	309,180 Added 34.39%	1,208,229 $35.3 Million
Q1 2025 May 12, 2025	BUY	$24.91 - $29.02 $13.7 Million - $16 Million	551,134 Added 158.41%	899,049 $22.5 Million
Q4 2024 Feb 13, 2025	BUY	$25.93 - $105.3 $7.95 Million - $32.3 Million	306,482 Added 739.71%	347,915 $9.7 Million

Q3 2024 Nov 05, 2024	BUY	$92.63 - $105.69 $1.48 Million - $1.69 Million	15,963 Added 62.67%	41,433 $4.32 Billion
Q2 2024 Aug 14, 2024	BUY	$87.04 - $101.61 $1.87 Million - $2.18 Million	21,447 Added 533.11%	25,470 $2.57 Billion
Q1 2024 May 13, 2024	SELL	$80.6 - $93.32 $297,655 - $344,630	-3,693 Reduced 47.86%	4,023 $373 Million
Q4 2023 Feb 08, 2024	BUY	$70.08 - $83.37 $540,737 - $643,282	7,716 New	7,716 $640 Million

Others Institutions Holding SCHG

# of Institutions

1,694

Shares Held

857M

Call Options Held

543K

Put Options Held

113K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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Savvy Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History