Campbell Wealth Management Schwab Strategic Tr Us Large C Transaction History

Campbell Wealth Management

$1.11 Billion
Q4 2024

A detailed history of Campbell Wealth Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Campbell Wealth Management holds 15,779,897 shares of SCHX stock, worth $411 Million. This represents 32.92% of its overall portfolio holdings.

Number of Shares

15,779,897

Previous 5,109,323 208.85%

Holding current value

$411 Million

Previous $347 Million 5.51%

% of portfolio

32.92%

Previous 30.88%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$22.4 - $68.28 $239 Million - $729 Million	10,670,574 Added 208.85%	15,779,897 $366 Million
Q3 2024 Oct 28, 2024	BUY	$61.11 - $67.85 $312 Million - $347 Million	5,109,323 New	5,109,323 $347 Million
Q1 2024 May 09, 2024	BUY	$55.41 - $62.08 $16.1 Million - $18 Million	290,053 Added 6.33%	4,874,761 $303 Million
Q4 2023 Feb 08, 2024	BUY	$48.47 - $56.6 $3.65 Million - $4.26 Million	75,269 Added 1.67%	4,584,708 $259 Million
Q3 2023 Nov 13, 2023	SELL	$50.36 - $54.21 $7.18 Million - $7.72 Million	-142,479 Reduced 3.06%	4,509,439 $228 Million
Q2 2023 Jul 31, 2023	BUY	$47.67 - $52.37 $222 Million - $244 Million	4,651,918 New	4,651,918 $244 Million
Q1 2023 May 08, 2023	BUY	$44.78 - $49.41 $6.52 Million - $7.2 Million	145,706 Added 3.32%	4,535,018 $219 Million
Q4 2022 Jan 10, 2023	BUY	$42.25 - $48.16 $988,227 - $1.13 Million	23,390 Added 0.54%	4,389,312 $198 Million
Q3 2022 Oct 11, 2022	BUY	$42.35 - $51.01 $1.08 Million - $1.3 Million	25,578 Added 0.59%	4,365,922 $185 Million
Q2 2022 Aug 02, 2022	SELL	$43.35 - $54.51 $6.25 Million - $7.85 Million	-144,084 Reduced 3.21%	4,340,344 $194 Million
Q1 2022 May 18, 2022	BUY	$49.51 - $57.27 $111 Million - $128 Million	2,243,756 Added 100.14%	4,484,428 $241 Million
Q4 2021 Jan 27, 2022	BUY	$51.9 - $57.29 $116 Million - $128 Million	2,240,672 New	2,240,672 $255 Million
Q3 2021 Dec 22, 2022	SELL	$51.52 - $54.94 $113 Million - $121 Million	-2,197,169 Reduced 50.33%	2,168,753 $226 Million
Q3 2021 Oct 25, 2021	SELL	$51.52 - $54.94 $111 Million - $118 Million	-2,151,739 Closed	0 $0
Q2 2021 Jul 21, 2021	BUY	$48.62 - $52.01 $2.67 Million - $2.86 Million	55,003 Added 2.62%	2,151,739 $224 Million
Q1 2021 Apr 30, 2021	BUY	$44.9 - $48.34 $3.76 Million - $4.04 Million	83,662 Added 4.16%	2,096,736 $201 Million
Q4 2020 Jan 19, 2021	BUY	$39.35 - $45.48 $2.51 Million - $2.9 Million	63,841 Added 3.28%	2,013,074 $183 Million
Q3 2020 Nov 02, 2020	BUY	$37.26 - $43.03 $4.14 Million - $4.79 Million	111,210 Added 6.05%	1,949,233 $157 Million
Q2 2020 Jul 23, 2020	BUY	$29.25 - $38.76 $4.07 Million - $5.39 Million	139,186 Added 8.19%	1,838,023 $136 Million
Q1 2020 Apr 17, 2020	BUY	$26.61 - $40.52 $1.36 Million - $2.07 Million	51,015 Added 3.1%	1,698,837 $104 Million
Q4 2019 Jan 15, 2020	BUY	$34.42 - $38.54 $2.56 Million - $2.86 Million	74,311 Added 4.72%	1,647,822 $127 Million
Q3 2019 Oct 07, 2019	BUY	$35.28 - $36.01 $2.79 Million - $2.85 Million	79,175 Added 5.3%	1,573,511 $112 Million
Q2 2019 Aug 09, 2019	BUY	N/A	102,486 Added 7.36%	1,494,336 $105 Million
Q1 2019 May 13, 2019	BUY	N/A	92,979 Added 7.16%	1,391,850 $94.1 Million
Q4 2018 Feb 14, 2019	BUY	N/A	1,298,871 New	1,298,871 $77.5 Million

Others Institutions Holding SCHX

# of Institutions

1,565

Shares Held

1.14B

Call Options Held

68.6K

Put Options Held

200

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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Campbell Wealth Management Schwab Strategic Tr Us Large C Transaction History