Walkner Condon Financial Advisors LLC Schwab Strategic Tr Us Large C Transaction History

Walkner Condon Financial Advisors LLC

  • $686 Million
  • Q4 2025

A detailed history of Walkner Condon Financial Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 9,105 shares of SCHG stock, worth $293,727. This represents 0.04% of its overall portfolio holdings.

Number of Shares
9,105
Previous 9,014 1.01%
Holding current value
$293,727
Previous $287,000 2.09%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Jan 20, 2026
BUY
$31.41 - $33.69 $2,858 - $3,065
91 Added 1.01%
9,105 $293,000
Q2 2025

Aug 06, 2025
BUY
$22.27 - $29.21 $489 - $642
22 Added 0.24%
9,014 $263,000
Q1 2025

Apr 22, 2025
SELL
$24.91 - $29.02 $74 - $87
-3 Reduced 0.03%
8,992 $225,000
Q4 2024

Jan 29, 2025
BUY
$25.93 - $105.3 $174,897 - $710,248
6,745 Added 299.78%
8,995 $250,000
Q3 2024

Oct 31, 2024
BUY
$92.63 - $105.69 $3,797 - $4,333
41 Added 1.86%
2,250 $234,000
Q2 2024

Jul 26, 2024
SELL
$87.04 - $101.61 $15,232 - $17,781
-175 Reduced 7.34%
2,209 $222,000
Q1 2024

Apr 22, 2024
SELL
$80.6 - $93.32 $11,445 - $13,251
-142 Reduced 5.62%
2,384 $221,000
Q4 2023

Jan 23, 2024
SELL
$70.08 - $83.37 $66,155 - $78,701
-944 Reduced 27.2%
2,526 $209,000
Q3 2023

Oct 19, 2023
SELL
$71.99 - $78.02 $6,047 - $6,553
-84 Reduced 2.36%
3,470 $252,000
Q2 2023

Jul 21, 2023
SELL
$63.6 - $74.95 $31,609 - $37,250
-497 Reduced 12.27%
3,554 $266,000
Q1 2023

Apr 20, 2023
BUY
$54.19 - $65.17 $11,867 - $14,272
219 Added 5.72%
4,051 $264,000
Q4 2022

Jan 25, 2023
BUY
$54.31 - $60.76 $208,115 - $232,832
3,832 New
3,832 $0

Others Institutions Holding SCHG

# of Institutions
1,698
Shares Held
861M
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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