A detailed history of Balance Wealth, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Balance Wealth, LLC holds 527,230 shares of SCHX stock, worth $11.5 Million. This represents 7.56% of its overall portfolio holdings.

Number of Shares
527,230
Holding current value
$11.5 Million
% of portfolio
7.56%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025

BUY
$21.75 - $24.28 $11.5 Million - $12.8 Million
527,230 New
527,230 $11.6 Billion

Others Institutions Holding SCHX

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
Track This Portfolio

Track Balance Wealth, LLC Portfolio

Follow Balance Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Balance Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Balance Wealth, LLC with notifications on news.