Wolff Financial Management LLC Schwab Strategic Tr Us Large C Transaction History

Wolff Financial Management LLC

  • $418 Million
  • Q3 2025

A detailed history of Wolff Financial Management LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wolff Financial Management LLC holds 8,385 shares of SCHG stock, worth $270,500. This represents 0.06% of its overall portfolio holdings.

Number of Shares
8,385
Previous 8,553 1.96%
Holding current value
$270,500
Previous $250,000 6.8%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Oct 20, 2025
SELL
$28.92 - $32.19 $4,858 - $5,407
-168 Reduced 1.96%
8,385 $267,000
Q1 2025

Apr 24, 2025
SELL
$24.91 - $29.02 $38,809 - $45,213
-1,558 Reduced 15.41%
8,553 $214,000
Q4 2024

Jan 21, 2025
BUY
$25.93 - $105.3 $202,461 - $822,182
7,808 Added 339.04%
10,111 $282,000
Q3 2024

Oct 24, 2024
BUY
$92.63 - $105.69 $213,326 - $243,404
2,303 New
2,303 $240,000
Q4 2023

Jan 25, 2024
BUY
$70.08 - $83.37 $183,469 - $218,262
2,618 New
2,618 $217,000
Q1 2023

May 01, 2023
BUY
$54.19 - $65.17 $187,009 - $224,901
3,451 New
3,451 $225,000

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

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
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