Cetera Investment Advisers Schwab Strategic Tr Us Large C Transaction History

Cetera Investment Advisers

$49.2 Billion
Q1 2025

A detailed history of Cetera Investment Advisers transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Cetera Investment Advisers holds 698,203 shares of SCHX stock, worth $16 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

698,203

Previous 829,222 15.8%

Holding current value

$16 Million

Previous $19.2 Million 19.8%

% of portfolio

0.03%

Previous 0.04%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	SELL	$21.75 - $24.28 $2.85 Million - $3.18 Million	-131,019 Reduced 15.8%	698,203 $15.4 Million
Q4 2024 Feb 13, 2025	BUY	$22.4 - $68.28 $12 Million - $36.4 Million	533,814 Added 180.7%	829,222 $19.2 Million
Q3 2024 Nov 13, 2024	BUY	$61.11 - $67.85 $1.26 Million - $1.4 Million	20,639 Added 7.51%	295,408 $20 Million
Q2 2024 Aug 22, 2024	SELL	$58.7 - $64.78 $436,786 - $482,027	-7,441 Reduced 2.64%	274,769 $17.7 Million
Q1 2024 May 24, 2024	BUY	$55.41 - $62.08 $14 Million - $15.7 Million	252,469 Added 848.89%	282,210 $17.5 Million
Q1 2024 May 14, 2024	BUY	$55.41 - $62.08 $394,740 - $442,257	7,124 Added 31.5%	29,741 $1.85 Million
Q4 2023 Feb 13, 2024	BUY	$48.47 - $56.6 $486,541 - $568,150	10,038 Added 79.8%	22,617 $1.28 Million
Q3 2023 Nov 14, 2023	BUY	$50.36 - $54.21 $26,489 - $28,514	526 Added 4.36%	12,579 $636,000
Q2 2023 Aug 09, 2023	BUY	$47.67 - $52.37 $48,957 - $53,783	1,027 Added 9.31%	12,053 $631,000
Q1 2023 May 15, 2023	BUY	$44.78 - $49.41 $41,376 - $45,654	924 Added 9.15%	11,026 $533,000
Q4 2022 Feb 14, 2023	SELL	$42.25 - $48.16 $4.17 Million - $4.75 Million	-98,600 Reduced 90.71%	10,102 $456,000
Q3 2022 Nov 10, 2022	BUY	$42.35 - $51.01 $91,052 - $109,671	2,150 Added 2.02%	108,702 $4.6 Million
Q2 2022 Aug 11, 2022	BUY	$43.35 - $54.51 $1.36 Million - $1.71 Million	31,381 Added 41.75%	106,552 $4.76 Million
Q1 2022 May 13, 2022	BUY	$49.51 - $57.27 $2.28 Million - $2.64 Million	46,062 Added 158.24%	75,171 $4.05 Million
Q4 2021 Feb 14, 2022	BUY	$51.9 - $57.29 $205,679 - $227,040	3,963 Added 15.76%	29,109 $3.31 Million
Q3 2021 Nov 16, 2021	SELL	$51.52 - $54.94 $368,471 - $392,930	-7,152 Reduced 22.14%	25,146 $2.62 Million
Q2 2021 Aug 13, 2021	BUY	$48.62 - $52.01 $608,916 - $651,373	12,524 Added 63.34%	32,298 $3.36 Million
Q1 2021 May 17, 2021	SELL	$44.9 - $48.34 $609,517 - $656,215	-13,575 Reduced 40.71%	19,774 $1.9 Million
Q4 2020 Feb 17, 2021	BUY	$39.35 - $45.48 $1.31 Million - $1.52 Million	33,349 New	33,349 $3.03 Million

Others Institutions Holding SCHX

# of Institutions

1,496

Shares Held

1.14B

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 Cetera Investment Advisers, based on Form 13F filings with the SEC.

News

Stay updated on Cetera Investment Advisers with notifications on news.

Account

Cetera Investment Advisers Schwab Strategic Tr Us Large C Transaction History