Evolution Wealth Management Inc. Schwab Strategic Tr Us Large C Transaction History

Evolution Wealth Management Inc.

  • $97.4 Billion
  • Q3 2025

A detailed history of Evolution Wealth Management Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Evolution Wealth Management Inc. holds 78,180 shares of SCHX stock, worth $2.07 Million. This represents 2.11% of its overall portfolio holdings.

Number of Shares
78,180
Previous 46,101 69.58%
Holding current value
$2.07 Million
Previous $1.13 Billion 82.77%
% of portfolio
2.11%
Previous 1.39%

Shares

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

Oct 23, 2025
BUY
$24.46 - $26.5 $784,652 - $850,093
32,079 Added 69.58%
78,180 $2.06 Billion
Q2 2025

Aug 29, 2025
BUY
$19.6 - $24.44 $903,579 - $1.13 Million
46,101 New
46,101 $1.13 Billion

Others Institutions Holding SCHX

# of Institutions
1,631
Shares Held
1.14B
Call Options Held
64.2K
Put Options Held
12K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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