Cm Wealth Advisors LLC Schwab Strategic Tr Us Large C Transaction History

Cm Wealth Advisors LLC

$328 Million
Q2 2025

A detailed history of Cm Wealth Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Cm Wealth Advisors LLC holds 32,538 shares of SCHX stock, worth $867,463. This represents 0.24% of its overall portfolio holdings.

Number of Shares

32,538

Previous 32,124 1.29%

Holding current value

$867,463

Previous $709,000 12.13%

% of portfolio

0.24%

Previous 0.23%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	BUY	$19.6 - $24.44 $8,114 - $10,118	414 Added 1.29%	32,538 $795,000
Q4 2024 Feb 13, 2025	BUY	$22.4 - $68.28 $479,718 - $1.46 Million	21,416 Added 200.0%	32,124 $744,000
Q2 2024 Aug 14, 2024	SELL	$58.7 - $64.78 $31,169 - $34,398	-531 Reduced 4.72%	10,708 $687,000
Q1 2024 May 13, 2024	BUY	$55.41 - $62.08 $29,422 - $32,964	531 Added 4.96%	11,239 $697,000
Q3 2023 Nov 16, 2023	SELL	$50.36 - $54.21 $26,439 - $28,460	-525 Reduced 4.67%	10,708 $541,000
Q2 2023 Aug 15, 2023	BUY	$47.67 - $52.37 $95 - $104	2 Added 0.02%	11,233 $588,000
Q1 2023 May 01, 2023	BUY	$44.78 - $49.41 $502,924 - $554,923	11,231 New	11,231 $535,000
Q4 2022 May 04, 2023	SELL	$42.25 - $48.16 $22,096 - $25,187	-523 Reduced 4.66%	10,708 $483 Million
Q3 2022 May 11, 2023	SELL	$42.35 - $51.01 $22,149 - $26,678	-523 Reduced 4.66%	10,708 $453 Million
Q2 2022 May 09, 2023	SELL	$43.35 - $54.51 $22,672 - $28,508	-523 Reduced 4.66%	10,708 $478 Million

Others Institutions Holding SCHX

# of Institutions

1,567

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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Cm Wealth Advisors LLC Schwab Strategic Tr Us Large C Transaction History