Ci Private Wealth, LLC Schwab Strategic Tr Us Large C Transaction History

Ci Private Wealth, LLC

  • $76.5 Billion
  • Q2 2025

A detailed history of Ci Private Wealth, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Ci Private Wealth, LLC holds 12,518,206 shares of SCHX stock, worth $316 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares
12,518,206
Previous 4,743,027 163.93%
Holding current value
$316 Million
Previous $105 Million 192.14%
% of portfolio
0.4%
Previous 0.18%

Shares

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

Aug 15, 2025
BUY
$19.6 - $24.44 $152 Million - $190 Million
7,775,179 Added 163.93%
12,518,206 $306 Million
Q1 2025

May 14, 2025
SELL
$21.75 - $24.28 $3.89 Million - $4.34 Million
-178,946 Reduced 3.64%
4,743,027 $105 Million
Q4 2024

Feb 10, 2025
BUY
$22.4 - $68.28 $70.3 Million - $214 Million
3,136,903 Added 175.73%
4,921,973 $114 Million
Q3 2024

Nov 12, 2024
BUY
$61.11 - $67.85 $11.9 Million - $13.2 Million
194,995 Added 12.26%
1,785,070 $121 Million
Q2 2024

Aug 13, 2024
BUY
$58.7 - $64.78 $4.97 Million - $5.49 Million
84,672 Added 5.62%
1,590,075 $102 Million
Q1 2024

May 09, 2024
BUY
$55.41 - $62.08 $4.91 Million - $5.5 Million
88,620 Added 6.26%
1,505,403 $93.4 Million
Q4 2023

Feb 09, 2024
BUY
$48.47 - $56.6 $715,368 - $835,359
14,759 Added 1.05%
1,416,783 $79.9 Million
Q3 2023

Nov 03, 2023
BUY
$50.36 - $54.21 $4.16 Million - $4.48 Million
82,696 Added 6.27%
1,402,024 $70.9 Million
Q2 2023

Aug 10, 2023
SELL
$47.67 - $52.37 $1.27 Million - $1.4 Million
-26,702 Reduced 1.98%
1,319,328 $69.1 Million
Q1 2023

May 15, 2023
BUY
$44.78 - $49.41 $7.62 Million - $8.4 Million
170,070 Added 14.46%
1,346,030 $65.1 Million
Q4 2022

Feb 15, 2023
BUY
$42.25 - $48.16 $49.7 Million - $56.6 Million
1,175,960 New
1,175,960 $53.1 Million

Others Institutions Holding SCHX

# of Institutions
1,560
Shares Held
1.14B
Call Options Held
68.6K
Put Options Held
200
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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