Anchor Investment Management, LLC Schwab Strategic Tr Us Large C Transaction History

Anchor Investment Management, LLC

$1.14 Trillion
Q2 2025

A detailed history of Anchor Investment Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Anchor Investment Management, LLC holds 1,130,555 shares of SCHX stock, worth $30.1 Million. This represents 2.42% of its overall portfolio holdings.

Number of Shares

1,130,555

Previous 1,133,017 0.22%

Holding current value

$30.1 Million

Previous $25 Billion 10.45%

% of portfolio

2.42%

Previous 2.33%

34 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 19, 2025	SELL	$19.6 - $24.44 $48,255 - $60,171	-2,462 Reduced 0.22%	1,130,555 $27.6 Billion
Q1 2025 May 20, 2025	BUY	$21.75 - $24.28 $215,107 - $240,129	9,890 Added 0.88%	1,133,017 $25 Billion
Q4 2024 Feb 13, 2025	BUY	$22.4 - $68.28 $16.7 Million - $51 Million	747,421 Added 198.94%	1,123,127 $26 Billion
Q3 2024 Nov 21, 2024	BUY	$61.11 - $67.85 $1.73 Million - $1.92 Million	28,277 Added 8.14%	375,706 $25.5 Billion
Q2 2024 Sep 20, 2024	BUY	$58.7 - $64.78 $2.33 Million - $2.58 Million	39,765 Added 12.92%	347,429 $22.3 Billion
Q1 2024 May 15, 2024	BUY	$55.41 - $62.08 $422,667 - $473,546	7,628 Added 2.54%	307,664 $19.1 Billion
Q4 2023 Jan 02, 2024	BUY	$48.47 - $56.6 $14.5 Million - $17 Million	300,036 New	300,036 $16.9 Billion
Q3 2023 Jan 02, 2024	SELL	$50.36 - $54.21 $600,845 - $646,779	-11,931 Reduced 3.95%	289,969 $14.7 Billion
Q2 2023 Jan 02, 2024	SELL	$47.67 - $52.37 $165,176 - $181,462	-3,465 Reduced 1.13%	301,900 $15.8 Billion
Q1 2023 Jan 02, 2024	BUY	$44.78 - $49.41 $640,219 - $706,414	14,297 Added 4.91%	305,365 $14.8 Billion
Q4 2022 Jan 02, 2024	SELL	$42.25 - $48.16 $378,898 - $431,898	-8,968 Reduced 2.99%	291,068 $13.1 Billion
Q3 2022 Jan 02, 2024	SELL	$42.35 - $51.01 $944,997 - $1.14 Million	-22,314 Reduced 7.44%	277,722 $11.8 Billion
Q2 2022 Jan 02, 2024	BUY	$43.35 - $54.51 $263,914 - $331,856	6,088 Added 2.26%	275,401 $12.3 Billion
Q1 2022 Jan 02, 2024	BUY	$49.51 - $57.27 $6.61 Million - $7.64 Million	133,488 Added 98.28%	269,313 $14.5 Billion
Q4 2021 Jan 02, 2024	BUY	$51.9 - $57.29 $277,509 - $306,329	5,347 Added 4.1%	135,825 $15.5 Billion
Q3 2021 Jan 02, 2024	SELL	$51.52 - $54.94 $8.74 Million - $9.32 Million	-169,558 Reduced 56.51%	130,478 $13.6 Billion
Q2 2021 Jan 02, 2024	BUY	$48.62 - $52.01 $116,347 - $124,459	2,393 Added 1.89%	128,743 $13.4 Billion
Q1 2021 Jan 02, 2024	BUY	$44.9 - $48.34 $299,393 - $322,331	6,668 Added 5.57%	126,350 $12.1 Billion
Q4 2020 Jan 02, 2024	BUY	$39.35 - $45.48 $231,181 - $267,195	5,875 Added 5.16%	119,682 $10.9 Billion
Q3 2020 Jan 02, 2024	SELL	$37.26 - $43.03 $6.94 Million - $8.01 Million	-186,229 Reduced 62.07%	113,807 $9.18 Billion
Q2 2020 Jan 02, 2024	BUY	$29.25 - $38.76 $159,558 - $211,435	5,455 Added 5.4%	106,416 $7.89 Billion
Q1 2020 Jan 02, 2024	BUY	$26.61 - $40.52 $507,772 - $773,202	19,082 Added 23.31%	100,961 $6.18 Billion
Q4 2019 Jan 02, 2024	BUY	$34.42 - $38.54 $284,618 - $318,687	8,269 Added 11.23%	81,879 $6.29 Billion
Q3 2019 Jan 02, 2024	SELL	$35.28 - $36.01 $7.99 Million - $8.15 Million	-226,426 Reduced 75.47%	73,610 $5.22 Billion
Q2 2019 Jan 02, 2024	BUY	N/A	2,680 Added 3.75%	74,073 $5.2 Billion
Q1 2019 Jan 02, 2024	BUY	N/A	9,982 Added 16.25%	71,393 $4.83 Billion
Q4 2018 Jan 02, 2024	BUY	N/A	13,353 Added 27.79%	61,411 $3.67 Billion
Q3 2018 Jan 02, 2024	SELL	N/A	-251,978 Reduced 83.98%	48,058 $3.34 Billion
Q2 2018 Jan 03, 2024	SELL	N/A	-264,554 Reduced 88.17%	35,482 $2.31 Billion
Q1 2018 Jan 03, 2024	BUY	N/A	6,307 Added 34.24%	24,725 $1.56 Billion
Q4 2017 Jan 03, 2024	BUY	N/A	13,039 Added 242.41%	18,418 $1.17 Billion
Q3 2017 Jan 03, 2024	BUY	N/A	3,561 Added 195.87%	5,379 $323 Million
Q2 2017 Jan 03, 2024	SELL	N/A	-298,218 Reduced 99.39%	1,818 $105 Million
Q1 2017 Jan 03, 2024	SELL	N/A	-299,781	255 $14.3 Million

Others Institutions Holding SCHX

# of Institutions

1,567

Shares Held

1.13B

Call Options Held

68.6K

Put Options Held

200

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 Anchor Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Anchor Investment Management, LLC with notifications on news.

Account

Anchor Investment Management, LLC Schwab Strategic Tr Us Large C Transaction History