American Investment Services, Inc. Schwab Strategic Tr Us Large C Transaction History

American Investment Services, Inc.

$372 Million
Q2 2025

A detailed history of American Investment Services, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, American Investment Services, Inc. holds 86,011 shares of SCHX stock, worth $2.22 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares

86,011

Previous 86,807 0.92%

Holding current value

$2.22 Million

Previous $1.92 Million 9.71%

% of portfolio

0.56%

Previous 0.35%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$19.6 - $24.44 $15,601 - $19,454	-796 Reduced 0.92%	86,011 $2.1 Million
Q1 2025 May 13, 2025	SELL	$21.75 - $24.28 $43,413 - $48,462	-1,996 Reduced 2.25%	86,807 $1.92 Million
Q4 2024 Mar 03, 2025	BUY	$22.4 - $68.28 $1.32 Million - $4.02 Million	58,802 Added 196.0%	88,803 $2.06 Million
Q3 2024 Nov 14, 2024	SELL	$61.11 - $67.85 $4,461 - $4,953	-73 Reduced 0.24%	30,001 $2.04 Million
Q2 2024 Aug 14, 2024	SELL	$58.7 - $64.78 $10,918 - $12,049	-186 Reduced 0.61%	30,074 $1.93 Million
Q2 2023 Aug 07, 2023	SELL	$47.67 - $52.37 $12,394 - $13,616	-260 Reduced 0.85%	30,260 $1.58 Million
Q4 2022 Feb 03, 2023	SELL	$42.25 - $48.16 $66,079 - $75,322	-1,564 Reduced 4.87%	30,520 $1.38 Million
Q1 2022 May 10, 2022	BUY	$49.51 - $57.27 $776,415 - $898,108	15,682 Added 95.61%	32,084 $1.73 Million
Q3 2021 Nov 09, 2021	SELL	$51.52 - $54.94 $41,267 - $44,006	-801 Reduced 4.66%	16,402 $1.71 Million
Q2 2021 Aug 03, 2021	SELL	$48.62 - $52.01 $6,806 - $7,281	-140 Reduced 0.81%	17,203 $1.79 Million
Q1 2021 May 10, 2021	BUY	$44.9 - $48.34 $1,347 - $1,450	30 Added 0.17%	17,343 $1.67 Million
Q4 2020 Feb 05, 2021	SELL	$39.35 - $45.48 $983 - $1,137	-25 Reduced 0.14%	17,313 $1.58 Million
Q2 2020 Aug 03, 2020	SELL	$29.25 - $38.76 $48,174 - $63,837	-1,647 Reduced 8.68%	17,338 $1.29 Million
Q1 2020 Apr 28, 2020	BUY	$26.61 - $40.52 $104,630 - $159,324	3,932 Added 26.12%	18,985 $1.16 Million
Q4 2019 Jan 29, 2020	SELL	$34.42 - $38.54 $2,925 - $3,275	-85 Reduced 0.56%	15,053 $1.16 Million
Q2 2019 Aug 06, 2019	BUY	N/A	343 Added 2.32%	15,138 $1.06 Million
Q1 2019 May 06, 2019	BUY	N/A	285 Added 1.96%	14,795 $1 Million
Q4 2018 Jan 18, 2019	BUY	N/A	10,715 Added 282.35%	14,510 $866,000
Q2 2018 Aug 03, 2018	BUY	N/A	3,795 New	3,795 $247,000

Others Institutions Holding SCHX

# of Institutions

1,567

Shares Held

1.13B

Call Options Held

68.6K

Put Options Held

200

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About SCHWAB STRATEGIC TR US LARGE-C

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American Investment Services, Inc. Schwab Strategic Tr Us Large C Transaction History