Austin Private Wealth, LLC Schwab Strategic Tr Us Large C Transaction History

Austin Private Wealth, LLC

  • $1.17 Billion
  • Q2 2025

A detailed history of Austin Private Wealth, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Austin Private Wealth, LLC holds 8,200 shares of SCHX stock, worth $217,136. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,200
Holding current value
$217,136
% of portfolio
0.02%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 01, 2025
BUY
$19.6 - $24.44 $160,720 - $200,408
8,200 New
8,200 $200,000
Q4 2024

Jan 23, 2025
BUY
$22.4 - $68.28 $462,716 - $1.41 Million
20,657 Added 187.31%
31,685 $734,000
Q3 2024

Oct 30, 2024
BUY
$61.11 - $67.85 $56,160 - $62,354
919 Added 9.09%
11,028 $748,000
Q2 2024

Jul 12, 2024
BUY
$58.7 - $64.78 $99,026 - $109,283
1,687 Added 20.03%
10,109 $649,000
Q1 2024

Apr 12, 2024
BUY
$55.41 - $62.08 $3,767 - $4,221
68 Added 0.81%
8,422 $522,000
Q4 2023

Jan 18, 2024
SELL
$48.47 - $56.6 $1,841 - $2,150
-38 Reduced 0.45%
8,354 $471,000
Q3 2023

Nov 07, 2023
BUY
$50.36 - $54.21 $45,525 - $49,005
904 Added 12.07%
8,392 $424,000
Q2 2023

Jul 21, 2023
SELL
$47.67 - $52.37 $12,918 - $14,192
-271 Reduced 3.49%
7,488 $392,000
Q1 2023

Apr 07, 2023
SELL
$44.78 - $49.41 $11,598 - $12,797
-259 Reduced 3.23%
7,759 $375,000
Q4 2022

Jan 31, 2023
BUY
$42.25 - $48.16 $22,392 - $25,524
530 Added 7.08%
8,018 $362,000
Q3 2022

Oct 28, 2022
SELL
$42.35 - $51.01 $66,743 - $80,391
-1,576 Reduced 17.39%
7,488 $317,000
Q2 2022

Jul 29, 2022
SELL
$43.35 - $54.51 $130,310 - $163,857
-3,006 Reduced 24.9%
9,064 $405,000
Q1 2022

May 06, 2022
BUY
$49.51 - $57.27 $597,585 - $691,248
12,070 New
12,070 $650,000

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

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