Stephens Consulting, LLC Schwab Strategic Tr Us Large C Transaction History

Stephens Consulting, LLC

$309 Billion
Q4 2025

A detailed history of Stephens Consulting, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Stephens Consulting, LLC holds 4,424 shares of SCHX stock, worth $117,412. This represents 0.04% of its overall portfolio holdings.

Number of Shares

4,424

Previous 4,587 3.55%

Holding current value

$117,412

Previous $121 Million 1.47%

% of portfolio

0.04%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 13, 2026	SELL	$25.85 - $27.19 $4,213 - $4,431	-163 Reduced 3.55%	4,424 $119 Million
Q3 2025 Oct 15, 2025	SELL	$24.46 - $26.5 $6,824 - $7,393	-279 Reduced 5.73%	4,587 $121 Million
Q2 2025 Jul 25, 2025	BUY	$19.6 - $24.44 $4,018 - $5,010	205 Added 4.4%	4,866 $119 Million
Q4 2024 Jan 24, 2025	BUY	$22.4 - $68.28 $68,857 - $209,892	3,074 Added 193.7%	4,661 $108 Million
Q2 2024 Jul 29, 2024	SELL	$58.7 - $64.78 $30,876 - $34,074	-526 Reduced 24.89%	1,587 $102 Million

Q4 2023 Feb 01, 2024	BUY	$48.47 - $56.6 $5,622 - $6,565	116 Added 5.81%	2,113 $119 Million
Q2 2023 Jul 20, 2023	BUY	$47.67 - $52.37 $95 - $104	2 Added 0.1%	1,997 $105 Million
Q3 2022 Jan 19, 2023	BUY	$42.35 - $51.01 $84,488 - $101,764	1,995 New	1,995 $84.5 Million

Others Institutions Holding SCHX

# of Institutions

1,634

Shares Held

1.14B

Call Options Held

64.2K

Put Options Held

12K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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Stephens Consulting, LLC Schwab Strategic Tr Us Large C Transaction History