Brass Tax Wealth Management, Inc Schwab Strategic Tr Us Large C Transaction History

Brass Tax Wealth Management, Inc

  • $476 Billion
  • Q1 2025

A detailed history of Brass Tax Wealth Management, Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 494,381 shares of SCHX stock, worth $10.8 Million. This represents 2.29% of its overall portfolio holdings.

Number of Shares
494,381
Previous 499,376 1.0%
Holding current value
$10.8 Million
Previous $11.6 Billion 5.7%
% of portfolio
2.29%
Previous 2.44%

Shares

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

Apr 29, 2025
SELL
$21.75 - $24.28 $108,641 - $121,278
-4,995 Reduced 1.0%
494,381 $10.9 Billion
Q4 2024

Apr 29, 2025
BUY
$22.4 - $68.28 $7.64 Million - $23.3 Million
340,995 Added 215.3%
499,376 $11.6 Billion
Q3 2024

Apr 29, 2025
BUY
$61.11 - $67.85 $6.94 Million - $7.71 Million
113,576 Added 253.49%
158,381 $10.7 Billion
Q3 2024

Dec 12, 2024
BUY
$61.11 - $67.85 $2.74 Million - $3.04 Million
44,805 New
44,805 $3.04 Million

Others Institutions Holding SCHX

# of Institutions
1,485
Shares Held
1.09B
Call Options Held
71.4K
Put Options Held
4.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
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