Bedel Financial Consulting, Inc. Schwab Strategic Tr Us Large C Transaction History

Bedel Financial Consulting, Inc.

  • $737 Million
  • Q2 2025

A detailed history of Bedel Financial Consulting, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Bedel Financial Consulting, Inc. holds 29,770 shares of SCHX stock, worth $778,783. This represents 0.1% of its overall portfolio holdings.

Number of Shares
29,770
Previous 29,770 -0.0%
Holding current value
$778,783
Previous $657,000 10.65%
% of portfolio
0.1%
Previous 0.09%

Shares

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

May 07, 2025
SELL
$21.75 - $24.28 $9,831 - $10,974
-452 Reduced 1.5%
29,770 $657,000
Q4 2024

Feb 06, 2025
BUY
$22.4 - $68.28 $456,668 - $1.39 Million
20,387 Added 207.29%
30,222 $700,000
Q3 2024

Nov 12, 2024
SELL
$61.11 - $67.85 $3,055 - $3,392
-50 Reduced 0.51%
9,835 $667,000
Q2 2024

Aug 05, 2024
SELL
$58.7 - $64.78 $44,494 - $49,103
-758 Reduced 7.12%
9,885 $635,000
Q1 2024

May 07, 2024
BUY
$55.41 - $62.08 $1,662 - $1,862
30 Added 0.28%
10,643 $660,000
Q4 2023

Feb 08, 2024
SELL
$48.47 - $56.6 $17,400 - $20,319
-359 Reduced 3.27%
10,613 $598,000
Q3 2023

Feb 08, 2024
SELL
$50.36 - $54.21 $19,690 - $21,196
-391 Reduced 3.44%
10,972 $555,000
Q2 2023

Aug 10, 2023
BUY
$47.67 - $52.37 $84,375 - $92,694
1,770 Added 18.45%
11,363 $595,000
Q1 2023

May 02, 2023
SELL
$44.78 - $49.41 $7,791 - $8,597
-174 Reduced 1.78%
9,593 $464,000
Q4 2022

Feb 07, 2023
SELL
$42.25 - $48.16 $10,478 - $11,943
-248 Reduced 2.48%
9,767 $440,000
Q3 2022

Nov 08, 2022
BUY
$42.35 - $51.01 $27,400 - $33,003
647 Added 6.91%
10,015 $450,000
Q1 2022

Apr 19, 2022
BUY
$49.51 - $57.27 $239,034 - $276,499
4,828 Added 106.34%
9,368 $504,000
Q4 2021

Jan 11, 2022
SELL
$51.9 - $57.29 $2,335 - $2,578
-45 Reduced 0.98%
4,540 $517,000
Q3 2021

Oct 12, 2021
SELL
$51.52 - $54.94 $2,112 - $2,252
-41 Reduced 0.89%
4,585 $477,000
Q2 2021

Aug 03, 2021
SELL
$48.62 - $52.01 $23,969 - $25,640
-493 Reduced 9.63%
4,626 $481,000
Q4 2020

Feb 02, 2021
SELL
$39.35 - $45.48 $22,626 - $26,151
-575 Reduced 10.1%
5,119 $466,000
Q2 2020

Jul 14, 2020
BUY
$29.25 - $38.76 $1,199 - $1,589
41 Added 0.73%
5,694 $422,000
Q1 2019

May 02, 2019
SELL
N/A
-356 Reduced 5.92%
5,653 $382,000
Q4 2018

Jan 28, 2019
SELL
N/A
-65 Reduced 1.07%
6,009 $359,000
Q3 2018

Nov 01, 2018
BUY
N/A
869 Added 16.7%
6,074 $407,000
Q2 2018

Jul 18, 2018
BUY
N/A
446 Added 9.37%
5,205 $338,000
Q4 2017

Feb 06, 2018
BUY
N/A
4,759
4,759 $304,000

Others Institutions Holding SCHX

# of Institutions
1,590
Shares Held
1.14B
Call Options Held
68.6K
Put Options Held
200
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
Track This Portfolio

Track Bedel Financial Consulting, Inc. Portfolio

Follow Bedel Financial Consulting, Inc. 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 Bedel Financial Consulting, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Bedel Financial Consulting, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email