Adviser Investments LLC Schwab Strategic Tr Us Large C Transaction History

Adviser Investments LLC

$7.85 Billion
Q1 2025

A detailed history of Adviser Investments LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Adviser Investments LLC holds 142,062 shares of SCHX stock, worth $3.32 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

142,062

Previous 165,670 14.25%

Holding current value

$3.32 Million

Previous $3.84 Million 18.33%

% of portfolio

0.04%

Previous 0.05%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$21.75 - $24.28 $513,474 - $573,202	-23,608 Reduced 14.25%	142,062 $3.14 Million
Q4 2024 Feb 12, 2025	BUY	$22.4 - $68.28 $2.45 Million - $7.47 Million	109,344 Added 194.13%	165,670 $3.84 Million
Q3 2024 Nov 08, 2024	BUY	$61.11 - $67.85 $672 - $746	11 Added 0.02%	56,326 $3.82 Million
Q2 2024 Aug 12, 2024	SELL	$58.7 - $64.78 $226,816 - $250,309	-3,864 Reduced 6.42%	56,315 $3.62 Million
Q1 2024 Apr 29, 2024	SELL	$55.41 - $62.08 $2,327 - $2,607	-42 Reduced 0.07%	60,179 $3.73 Million
Q4 2023 Feb 01, 2024	BUY	$48.47 - $56.6 $257,569 - $300,772	5,314 Added 9.68%	60,221 $3.4 Million
Q3 2023 Oct 11, 2023	SELL	$50.36 - $54.21 $89,942 - $96,819	-1,786 Reduced 3.15%	54,907 $2.78 Million
Q2 2023 Aug 04, 2023	BUY	$47.67 - $52.37 $2.7 Million - $2.97 Million	56,693 New	56,693 $2.97 Million
Q4 2018 Jan 25, 2019	SELL	N/A	-5,993 Closed	0 $0
Q3 2018 Nov 14, 2018	BUY	N/A	5,993 New	5,993 $417,000

Others Institutions Holding SCHX

# of Institutions

1,497

Shares Held

1.15B

Call Options Held

53.9K

Put Options Held

5.49K

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About SCHWAB STRATEGIC TR US LARGE-C

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Adviser Investments LLC Schwab Strategic Tr Us Large C Transaction History