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

Birchbrook, Inc.

$178 Billion
Q1 2025

A detailed history of Birchbrook, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Birchbrook, Inc. holds 253,149 shares of SCHX stock, worth $5.9 Million. This represents 3.14% of its overall portfolio holdings.

Number of Shares

253,149

Previous 243,921 3.78%

Holding current value

$5.9 Million

Previous $5.65 Billion 1.14%

% of portfolio

3.14%

Previous 3.21%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Jun 10, 2025	BUY	$21.75 - $24.28 $200,709 - $224,055	9,228 Added 3.78%	253,149 $5.59 Billion
Q4 2024 Jun 10, 2025	BUY	$22.4 - $68.28 $3.6 Million - $11 Million	160,610 Added 192.78%	243,921 $5.65 Billion
Q3 2024 Jun 10, 2025	BUY	$61.11 - $67.85 $15,705 - $17,437	257 Added 0.31%	83,311 $5.65 Billion
Q2 2024 Jun 10, 2025	SELL	$58.7 - $64.78 $47,840 - $52,795	-815 Reduced 0.97%	83,054 $5.34 Billion
Q1 2024 Jun 10, 2025	SELL	$55.41 - $62.08 $826,107 - $925,550	-14,909 Reduced 15.09%	83,869 $5.2 Billion
Q4 2023 Jun 10, 2025	BUY	$48.47 - $56.6 $4.79 Million - $5.59 Million	98,778 New	98,778 $5.57 Billion

Others Institutions Holding SCHX

# of Institutions

1,500

Shares Held

1.15B

Call Options Held

53.9K

Put Options Held

5.49K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
Sector ETFs
Industry ETFs

More about SCHX

Track This Portfolio

Portfolio Update

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

News

Stay updated on Birchbrook, Inc. with notifications on news.

Account