Chesapeake Wealth Management Schwab Strategic Tr Us Large C Transaction History

Chesapeake Wealth Management

$297 Million
Q2 2025

A detailed history of Chesapeake Wealth Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Chesapeake Wealth Management holds 31,500 shares of SCHX stock, worth $824,040. This represents 0.26% of its overall portfolio holdings.

Number of Shares

31,500

Previous 31,650 0.47%

Holding current value

$824,040

Previous $698,000 10.17%

% of portfolio

0.26%

Previous 0.25%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	SELL	$19.6 - $24.44 $2,940 - $3,666	-150 Reduced 0.47%	31,500 $769,000
Q4 2024 Jan 16, 2025	BUY	$22.4 - $68.28 $471,071 - $1.44 Million	21,030 Added 198.02%	31,650 $733,000
Q3 2024 Nov 07, 2024	BUY	$61.11 - $67.85 $100,831 - $111,952	1,650 Added 18.39%	10,620 $720,000
Q1 2024 May 07, 2024	BUY	$55.41 - $62.08 $183,407 - $205,484	3,310 Added 58.48%	8,970 $556,000
Q4 2023 Feb 12, 2024	BUY	$48.47 - $56.6 $38,776 - $45,280	800 Added 16.46%	5,660 $319,000
Q3 2023 Nov 16, 2023	SELL	$50.36 - $54.21 $18,633 - $20,057	-370 Reduced 7.07%	4,860 $245,000
Q2 2023 Aug 01, 2023	BUY	$47.67 - $52.37 $249,314 - $273,895	5,230 New	5,230 $273,000

Others Institutions Holding SCHX

# of Institutions

1,572

Shares Held

1.13B

Call Options Held

68.6K

Put Options Held

200

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About SCHWAB STRATEGIC TR US LARGE-C

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Chesapeake Wealth Management Schwab Strategic Tr Us Large C Transaction History