Mc Glone Suttner Wealth Management, Inc. Schwab Strategic Tr Us Large C Transaction History

Mc Glone Suttner Wealth Management, Inc.

$743 Billion
Q4 2025

A detailed history of Mc Glone Suttner Wealth Management, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Mc Glone Suttner Wealth Management, Inc. holds 2,119,924 shares of SCHX stock, worth $56.3 Million. This represents 7.67% of its overall portfolio holdings.

Number of Shares

2,119,924

Previous 2,088,693 1.5%

Holding current value

$56.3 Million

Previous $55 Billion 3.69%

% of portfolio

7.67%

Previous 7.7%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 15, 2026	BUY	$25.85 - $27.19 $807,321 - $849,170	31,231 Added 1.5%	2,119,924 $57 Billion
Q3 2025 Oct 20, 2025	BUY	$24.46 - $26.5 $456,521 - $494,596	18,664 Added 0.9%	2,088,693 $55 Billion
Q2 2025 Jul 14, 2025	BUY	$19.6 - $24.44 $1.02 Million - $1.27 Million	52,012 Added 2.58%	2,070,029 $50.6 Billion
Q1 2025 Apr 29, 2025	BUY	$21.75 - $24.28 $309,045 - $344,994	14,209 Added 0.71%	2,018,017 $44.6 Billion
Q4 2024 Jan 17, 2025	BUY	$22.4 - $68.28 $33.6 Million - $102 Million	1,499,584 Added 297.4%	2,003,808 $46.4 Billion

Q3 2024 Oct 10, 2024	SELL	$61.11 - $67.85 $8.73 Million - $9.7 Million	-142,896 Reduced 22.08%	504,224 $34.2 Billion
Q2 2024 Jul 18, 2024	BUY	$58.7 - $64.78 $148,687 - $164,087	2,533 Added 0.39%	647,120 $36.5 Billion
Q1 2024 Apr 18, 2024	SELL	$55.41 - $62.08 $140,353 - $157,248	-2,533 Reduced 0.39%	644,587 $40 Billion
Q4 2023 Jan 18, 2024	BUY	$48.47 - $56.6 $205,609 - $240,097	4,242 Added 0.66%	647,120 $36.5 Billion
Q3 2023 Oct 19, 2023	BUY	$50.36 - $54.21 $1.32 Million - $1.42 Million	26,131 Added 4.24%	642,878 $32.5 Billion
Q2 2023 Jul 25, 2023	BUY	$47.67 - $52.37 $2.12 Million - $2.33 Million	44,435 Added 7.76%	616,747 $32.3 Billion
Q1 2023 Apr 20, 2023	BUY	$44.78 - $49.41 $4.58 Million - $5.06 Million	102,380 Added 21.79%	572,312 $27.7 Billion
Q4 2022 Feb 09, 2023	BUY	$42.25 - $48.16 $19.9 Million - $22.6 Million	469,932 New	469,932 $21.2 Billion

Others Institutions Holding SCHX

# of Institutions

1,634

Shares Held

1.14B

Call Options Held

64.2K

Put Options Held

12K

View Full List

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Mc Glone Suttner Wealth Management, Inc. Schwab Strategic Tr Us Large C Transaction History