Ballast, Inc. Schwab Strategic Tr Us Large C Transaction History

Ballast, Inc.

$202 Million
Q2 2025

A detailed history of Ballast, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Ballast, Inc. holds 107,112 shares of SCHX stock, worth $2.68 Million. This represents 1.29% of its overall portfolio holdings.

Number of Shares

107,112

Holding current value

$2.68 Million

% of portfolio

1.29%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 29, 2025	BUY	$19.6 - $24.44 $2.1 Million - $2.62 Million	107,112 New	107,112 $2.62 Million

Others Institutions Holding SCHX

# of Institutions

1,539

Shares Held

1.13B

Call Options Held

53.9K

Put Options Held

5.4K

Us Bancorp \De\

206M
Shares

$5.17 Billion
6.45% of portfolio
Creative Planning Overland Park, KS

82.7M
Shares

$2.07 Billion
1.72% of portfolio
Sei Investments CO Oaks, PA

34.8M
Shares

$871 Million
1.02% of portfolio
Hbk Sorce Advisory LLC Erie, PA

33.5M
Shares

$840 Million
29.75% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

31.2M
Shares

$783 Million
9.64% of portfolio

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About SCHWAB STRATEGIC TR US LARGE-C

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