Schwallier Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History

Schwallier Wealth Management LLC

$160 Billion
Q3 2025

A detailed history of Schwallier Wealth Management LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Schwallier Wealth Management LLC holds 598,096 shares of SCHG stock, worth $19.3 Million. This represents 11.91% of its overall portfolio holdings.

Number of Shares

598,096

Previous 613,213 2.47%

Holding current value

$19.3 Million

Previous $17.9 Billion 6.55%

% of portfolio

11.91%

Previous 10.95%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$28.92 - $32.19 $437,183 - $486,616	-15,117 Reduced 2.47%	598,096 $19.1 Billion
Q2 2025 Aug 14, 2025	BUY	$22.27 - $29.21 $2.47 Million - $3.24 Million	110,885 Added 22.07%	613,213 $17.9 Billion
Q1 2025 Aug 14, 2025	BUY	$24.91 - $29.02 $7.81 Million - $9.1 Million	313,639 Added 166.22%	502,328 $12.6 Billion
Q4 2024 Feb 14, 2025	BUY	$25.93 - $105.3 $3.66 Million - $14.9 Million	141,208 Added 297.4%	188,689 $5.26 Billion
Q3 2024 Nov 07, 2024	BUY	$92.63 - $105.69 $147,189 - $167,941	1,589 Added 3.46%	47,481 $4.95 Billion

Q2 2024 Aug 13, 2024	BUY	$87.04 - $101.61 $88,084 - $102,829	1,012 Added 2.25%	45,892 $4.63 Billion
Q1 2024 May 14, 2024	SELL	$80.6 - $93.32 $466,270 - $539,856	-5,785 Reduced 11.42%	44,880 $4.16 Billion
Q4 2023 Feb 14, 2024	BUY	$70.08 - $83.37 $3.55 Million - $4.22 Million	50,665 New	50,665 $4.2 Billion

Others Institutions Holding SCHG

# of Institutions

1,683

Shares Held

854M

Call Options Held

543K

Put Options Held

113K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
Sector ETFs
Industry ETFs

More about SCHG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Schwallier Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Schwallier Wealth Management LLC with notifications on news.

Account

Schwallier Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History