Access Financial Services, Inc. Schwab Strategic Tr Us Large C Transaction History

Access Financial Services, Inc.

$164 Million
Q1 2025

A detailed history of Access Financial Services, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Access Financial Services, Inc. holds 1,588,294 shares of SCHX stock, worth $33 Million. This represents 21.22% of its overall portfolio holdings.

Number of Shares

1,588,294

Previous 1,523,835 4.23%

Holding current value

$33 Million

Previous $35.3 Million 1.26%

% of portfolio

21.22%

Previous 20.94%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	BUY	$21.75 - $24.28 $1.4 Million - $1.57 Million	64,459 Added 4.23%	1,588,294 $34.9 Million
Q4 2024 Jan 16, 2025	BUY	$22.4 - $68.28 $22.4 Million - $68.4 Million	1,001,948 Added 191.99%	1,523,835 $35.3 Million
Q3 2024 Oct 31, 2024	SELL	$61.11 - $67.85 $4.78 Million - $5.3 Million	-78,140 Reduced 13.02%	521,887 $35.4 Million
Q2 2024 Jul 25, 2024	SELL	$58.7 - $64.78 $377,851 - $416,988	-6,437 Reduced 1.06%	600,027 $38.6 Million
Q1 2024 Apr 22, 2024	SELL	$55.41 - $62.08 $1.82 Million - $2.04 Million	-32,901 Reduced 5.15%	606,464 $37.6 Million
Q4 2023 Jan 18, 2024	BUY	$48.47 - $56.6 $530,164 - $619,090	10,938 Added 1.74%	639,365 $36.1 Million
Q3 2023 Oct 25, 2023	BUY	$50.36 - $54.21 $287,454 - $309,430	5,708 Added 0.92%	628,427 $31.8 Million
Q2 2023 Aug 07, 2023	BUY	$47.67 - $52.37 $1.42 Million - $1.56 Million	29,866 Added 5.04%	622,719 $32.6 Million
Q1 2023 Apr 21, 2023	SELL	$44.78 - $49.41 $1.5 Million - $1.65 Million	-33,495 Reduced 5.35%	592,853 $28.7 Million
Q4 2022 Jan 19, 2023	BUY	$42.25 - $48.16 $1.46 Million - $1.66 Million	34,438 Added 5.82%	626,348 $0
Q3 2022 Oct 18, 2022	BUY	$42.35 - $51.01 $1.65 Million - $1.99 Million	39,007 Added 7.05%	591,910 $25.1 Million
Q2 2022 Jul 20, 2022	BUY	$43.35 - $54.51 $1.48 Million - $1.86 Million	34,213 Added 6.6%	552,903 $24.7 Million
Q1 2022 Apr 19, 2022	BUY	$49.51 - $57.27 $13.9 Million - $16 Million	279,748 Added 117.08%	518,690 $27.9 Million
Q4 2021 Jan 14, 2022	BUY	$51.9 - $57.29 $1.19 Million - $1.31 Million	22,895 Added 10.6%	238,942 $27.2 Million
Q3 2021 Oct 28, 2021	BUY	$51.52 - $54.94 $1.14 Million - $1.22 Million	22,206 Added 11.46%	216,047 $22.5 Million
Q2 2021 Jul 15, 2021	SELL	$48.62 - $52.01 $328,379 - $351,275	-6,754 Reduced 3.37%	193,841 $20.2 Million
Q1 2021 Apr 23, 2021	BUY	$44.9 - $48.34 $228,226 - $245,712	5,083 Added 2.6%	200,595 $19.3 Million
Q4 2020 Jan 14, 2021	SELL	$39.35 - $45.48 $550,113 - $635,810	-13,980 Reduced 6.67%	195,512 $17.8 Million
Q3 2020 Nov 09, 2020	SELL	$37.26 - $43.03 $193,193 - $223,110	-5,185 Reduced 2.42%	209,492 $16.9 Million
Q2 2020 Aug 11, 2020	SELL	$29.25 - $38.76 $819 - $1,085	-28 Reduced 0.01%	214,677 $15.9 Million
Q1 2020 Apr 16, 2020	SELL	$26.61 - $40.52 $3.18 Million - $4.84 Million	-119,358 Reduced 35.73%	214,705 $13.2 Million
Q4 2019 Jan 21, 2020	SELL	$34.42 - $38.54 $195,643 - $219,061	-5,684 Reduced 1.67%	334,063 $25.7 Million
Q3 2019 Nov 01, 2019	SELL	$35.28 - $36.01 $1.14 Million - $1.16 Million	-32,177 Reduced 8.65%	339,747 $24.1 Million
Q2 2019 Jul 24, 2019	SELL	N/A	-40,933 Reduced 9.91%	371,924 $26.1 Million
Q1 2019 Apr 26, 2019	BUY	N/A	993 Added 0.24%	412,857 $27.9 Million
Q4 2018 Feb 19, 2019	SELL	N/A	-6,496 Reduced 1.55%	411,864 $24.6 Million
Q3 2018 Oct 26, 2018	BUY	N/A	39,675 Added 10.48%	418,360 $29.1 Million
Q2 2018 Jul 20, 2018	BUY	N/A	10,741 Added 2.92%	378,685 $24.6 Million
Q1 2018 Apr 27, 2018	SELL	N/A	-362 Reduced 0.1%	367,944 $23.2 Million
Q4 2017 Jan 16, 2018	BUY	N/A	710 Added 0.19%	368,306 $23.5 Million
Q3 2017 Nov 02, 2017	BUY	N/A	367,596	367,596 $22.1 Million

Others Institutions Holding SCHX

# of Institutions

1,478

Shares Held

1.09B

Call Options Held

71.4K

Put Options Held

4.2K

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Access Financial Services, Inc. Schwab Strategic Tr Us Large C Transaction History