Baird Financial Group, Inc. Schwab Strategic Tr Us Large C Transaction History

Baird Financial Group, Inc.

$54.4 Billion
Q2 2025

A detailed history of Baird Financial Group, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Baird Financial Group, Inc. holds 35,076 shares of SCHX stock, worth $930,566. This represents 0.0% of its overall portfolio holdings.

Number of Shares

35,076

Previous 28,031 25.13%

Holding current value

$930,566

Previous $618,000 38.67%

% of portfolio

0.0%

Previous 0.0%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$19.6 - $24.44 $138,082 - $172,179	7,045 Added 25.13%	35,076 $857,000
Q1 2025 May 15, 2025	SELL	$21.75 - $24.28 $178,872 - $199,678	-8,224 Reduced 22.68%	28,031 $618,000
Q4 2024 Feb 14, 2025	BUY	$22.4 - $68.28 $664,630 - $2.03 Million	29,671 Added 450.65%	36,255 $840,000
Q3 2024 Nov 13, 2024	BUY	$61.11 - $67.85 $104,925 - $116,498	1,717 Added 35.28%	6,584 $446,000
Q1 2024 May 14, 2024	BUY	$55.41 - $62.08 $50,312 - $56,368	908 Added 22.94%	4,867 $302,000
Q4 2023 Feb 14, 2024	SELL	$48.47 - $56.6 $67,179 - $78,447	-1,386 Reduced 25.93%	3,959 $223,000
Q3 2023 Nov 13, 2023	SELL	$50.36 - $54.21 $16,064 - $17,292	-319 Reduced 5.63%	5,345 $270,000
Q2 2023 Aug 11, 2023	BUY	$47.67 - $52.37 $7,531 - $8,274	158 Added 2.87%	5,664 $296,000
Q1 2023 May 15, 2023	SELL	$44.78 - $49.41 $68,334 - $75,399	-1,526 Reduced 21.7%	5,506 $266,000
Q3 2022 Nov 14, 2022	BUY	$42.35 - $51.01 $45,568 - $54,886	1,076 Added 21.66%	6,043 $256,000
Q2 2022 Aug 08, 2022	BUY	$43.35 - $54.51 $215,319 - $270,751	4,967 New	4,967 $222,000
Q1 2022 May 13, 2022	SELL	$49.51 - $57.27 $122,240 - $141,399	-2,469 Closed	0 $0
Q4 2021 Feb 09, 2022	SELL	$51.9 - $57.29 $110,598 - $122,084	-2,131 Reduced 46.33%	2,469 $281,000
Q2 2020 Aug 14, 2020	BUY	$29.25 - $38.76 $134,550 - $178,296	4,600 New	4,600 $353,000

Others Institutions Holding SCHX

# of Institutions

1,602

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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Baird Financial Group, Inc. Schwab Strategic Tr Us Large C Transaction History