Burling Wealth Partners, LLC Schwab Strategic Tr Us Large C Transaction History

Burling Wealth Partners, LLC

  • $542 Billion
  • Q2 2025

A detailed history of Burling Wealth Partners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Burling Wealth Partners, LLC holds 12,054 shares of SCHX stock, worth $303,881. This represents 0.05% of its overall portfolio holdings.

Number of Shares
12,054
Previous 11,988 0.55%
Holding current value
$303,881
Previous $265 Million 11.3%
% of portfolio
0.05%
Previous 0.06%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
BUY
$19.6 - $24.44 $1,293 - $1,613
66 Added 0.55%
12,054 $295 Million
Q4 2024

Feb 14, 2025
BUY
$22.4 - $68.28 $268,531 - $818,540
11,988 New
11,988 $278 Million

Others Institutions Holding SCHX

# of Institutions
1,536
Shares Held
1.13B
Call Options Held
53.9K
Put Options Held
5.4K
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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