Wealth Group LTD Schwab Strategic Tr Us Large C Transaction History

Wealth Group LTD

$432 Billion
Q3 2025

A detailed history of Wealth Group LTD transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wealth Group LTD holds 131,124 shares of SCHX stock, worth $3.48 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares

131,124

Previous 131,390 0.2%

Holding current value

$3.48 Million

Previous $3.21 Billion 7.56%

% of portfolio

0.8%

Previous 0.82%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 08, 2025	SELL	$24.46 - $26.5 $6,506 - $7,049	-266 Reduced 0.2%	131,124 $3.45 Billion
Q2 2025 Jul 16, 2025	BUY	$19.6 - $24.44 $299,037 - $372,881	15,257 Added 13.14%	131,390 $3.21 Billion
Q1 2025 Apr 10, 2025	SELL	$21.75 - $24.28 $24,577 - $27,436	-1,130 Reduced 0.96%	116,133 $2.56 Billion
Q4 2024 Jan 08, 2025	BUY	$22.4 - $68.28 $1.75 Million - $5.32 Million	77,928 Added 198.11%	117,263 $2.72 Billion
Q3 2024 Oct 08, 2024	SELL	$61.11 - $67.85 $14,727 - $16,351	-241 Reduced 0.61%	39,335 $2.67 Billion
Q2 2024 Jul 09, 2024	SELL	$58.7 - $64.78 $117 - $129	-2 Reduced 0.01%	39,576 $2.54 Billion
Q4 2023 Feb 07, 2024	BUY	$48.47 - $56.6 $1.92 Million - $2.24 Million	39,578 New	39,578 $2.32 Billion

Others Institutions Holding SCHX

# of Institutions

1,630

Shares Held

1.14B

Call Options Held

64.2K

Put Options Held

12K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
Sector ETFs
Industry ETFs

More about SCHX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Group LTD, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Group LTD with notifications on news.

Account