Burt Wealth Advisors Schwab Strategic Tr Us Large C Transaction History

Burt Wealth Advisors

$431 Million
Q2 2025

A detailed history of Burt Wealth Advisors transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Burt Wealth Advisors holds 1,476,695 shares of SCHX stock, worth $37 Million. This represents 8.37% of its overall portfolio holdings.

Number of Shares

1,476,695

Previous 1,451,704 1.72%

Holding current value

$37 Million

Previous $32.1 Million 12.59%

% of portfolio

8.37%

Previous 7.96%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 09, 2025	BUY	$19.6 - $24.44 $489,823 - $610,780	24,991 Added 1.72%	1,476,695 $36.1 Million
Q1 2025 Apr 22, 2025	BUY	$21.75 - $24.28 $425,082 - $474,528	19,544 Added 1.36%	1,451,704 $32.1 Million
Q4 2024 Feb 06, 2025	BUY	$22.4 - $68.28 $21.5 Million - $65.7 Million	961,548 Added 204.32%	1,432,160 $33.2 Million
Q3 2024 Oct 31, 2024	BUY	$61.11 - $67.85 $251,712 - $279,474	4,119 Added 0.88%	470,612 $31.9 Million
Q2 2024 Jul 16, 2024	SELL	$58.7 - $64.78 $145,928 - $161,043	-2,486 Reduced 0.53%	466,493 $30 Million
Q1 2024 Apr 18, 2024	BUY	$55.41 - $62.08 $1.12 Million - $1.25 Million	20,205 Added 4.5%	468,979 $29.1 Million
Q4 2023 Feb 01, 2024	BUY	$48.47 - $56.6 $444,130 - $518,625	9,163 Added 2.08%	448,774 $25.3 Million
Q3 2023 Oct 11, 2023	BUY	$50.36 - $54.21 $202,447 - $217,924	4,020 Added 0.92%	439,611 $22.2 Million
Q2 2023 Jul 18, 2023	BUY	$47.67 - $52.37 $973,135 - $1.07 Million	20,414 Added 4.92%	435,591 $22.8 Million
Q1 2023 Apr 13, 2023	BUY	$44.78 - $49.41 $801,114 - $883,944	17,890 Added 4.5%	415,177 $20.1 Million
Q4 2022 Jan 17, 2023	BUY	$42.25 - $48.16 $5.17 Million - $5.9 Million	122,437 Added 44.55%	397,287 $17.9 Million
Q3 2022 Oct 11, 2022	SELL	$42.35 - $51.01 $475,929 - $573,250	-11,238 Reduced 3.93%	274,850 $11.6 Million
Q2 2022 Jul 29, 2022	BUY	$43.35 - $54.51 $26,530 - $33,360	612 Added 0.21%	286,088 $12.8 Million
Q1 2022 Apr 19, 2022	BUY	$49.51 - $57.27 $7.61 Million - $8.81 Million	153,763 Added 116.74%	285,476 $15.4 Million
Q4 2021 Jan 13, 2022	BUY	$51.9 - $57.29 $368,801 - $407,102	7,106 Added 5.7%	131,713 $15 Million
Q3 2021 Oct 06, 2021	BUY	$51.52 - $54.94 $356,209 - $379,855	6,914 Added 5.87%	124,607 $13 Million
Q2 2021 Jul 14, 2021	BUY	$48.62 - $52.01 $87,127 - $93,201	1,792 Added 1.55%	117,693 $12.2 Million
Q1 2021 Apr 15, 2021	BUY	$44.9 - $48.34 $167,656 - $180,501	3,734 Added 3.33%	115,901 $11.1 Million
Q4 2020 Feb 11, 2021	BUY	$39.35 - $45.48 $332,782 - $384,624	8,457 Added 8.15%	112,167 $10.2 Million
Q3 2020 Nov 10, 2020	SELL	$37.26 - $43.03 $2,235 - $2,581	-60 Reduced 0.06%	103,710 $8.36 Million
Q2 2020 Aug 05, 2020	BUY	$29.25 - $38.76 $352,433 - $467,019	12,049 Added 13.14%	103,770 $7.69 Million
Q1 2020 Apr 29, 2020	BUY	$26.61 - $40.52 $97,339 - $148,222	3,658 Added 4.15%	91,721 $5.62 Million
Q4 2019 Jan 29, 2020	BUY	$34.42 - $38.54 $222,938 - $249,623	6,477 Added 7.94%	88,063 $6.76 Million
Q3 2019 Oct 31, 2019	BUY	$35.28 - $36.01 $178,516 - $182,210	5,060 Added 6.61%	81,586 $5.79 Million
Q2 2019 Aug 05, 2019	BUY	N/A	6,945 Added 9.98%	76,526 $5.37 Million
Q1 2019 Apr 24, 2019	BUY	N/A	29,261 Added 72.57%	69,581 $4.7 Million
Q4 2018 Feb 08, 2019	BUY	N/A	35,857 Added 803.43%	40,320 $2.41 Million
Q3 2018 Oct 30, 2018	BUY	N/A	525 Added 13.33%	4,463 $310,000
Q3 2017 Nov 09, 2017	SELL	N/A	-100 Reduced 2.48%	3,938 $236,000
Q2 2017 Aug 07, 2017	BUY	N/A	4,038	4,038 $233,000

Others Institutions Holding SCHX

# of Institutions

1,539

Shares Held

1.13B

Call Options Held

53.9K

Put Options Held

5.4K

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 Burt Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Burt Wealth Advisors with notifications on news.

Account

Burt Wealth Advisors Schwab Strategic Tr Us Large C Transaction History