Mason & Associates, LLC Schwab Strategic Tr Us Large C Transaction History

Mason & Associates, LLC

  • $398 Billion
  • Q2 2025

A detailed history of Mason & Associates, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Mason & Associates, LLC holds 28,469 shares of SCHX stock, worth $717,703. This represents 0.17% of its overall portfolio holdings.

Number of Shares
28,469
Previous 28,581 0.39%
Holding current value
$717,703
Previous $631 Million 10.25%
% of portfolio
0.17%
Previous 0.18%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 30, 2025
SELL
$19.6 - $24.44 $2,195 - $2,737
-112 Reduced 0.39%
28,469 $696 Million
Q4 2024

Jan 15, 2025
BUY
$22.4 - $68.28 $426,809 - $1.3 Million
19,054 Added 200.0%
28,581 $663 Million
Q2 2024

Jul 16, 2024
BUY
$58.7 - $64.78 $559,234 - $617,159
9,527 New
9,527 $612 Million

Others Institutions Holding SCHX

# of Institutions
1,536
Shares Held
1.13B
Call Options Held
53.9K
Put Options Held
5.4K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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