Concord Wealth Partners Schwab Strategic Tr Us Large C Transaction History

Concord Wealth Partners

  • $710 Million
  • Q3 2025

A detailed history of Concord Wealth Partners transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Concord Wealth Partners holds 1,680 shares of SCHX stock, worth $44,587. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,680
Previous 1,680 -0.0%
Holding current value
$44,587
Previous $41,000 7.32%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jul 25, 2025
BUY
$19.6 - $24.44 $32,928 - $41,059
1,680 New
1,680 $41,000
Q3 2023

Apr 30, 2024
BUY
$50.36 - $54.21 $4,733 - $5,095
94 New
94 $4,000
Q1 2023

Apr 26, 2023
BUY
$44.78 - $49.41 $44 - $49
1 Added 1.08%
94 $4,000
Q4 2022

Jan 27, 2023
BUY
$42.25 - $48.16 $3,929 - $4,478
93 New
93 $4,000
Q2 2022

Aug 04, 2022
BUY
$43.35 - $54.51 $23,625 - $29,707
545 Added 257.08%
757 $34,000
Q1 2022

Apr 20, 2022
BUY
$49.51 - $57.27 $5,248 - $6,070
106 Added 100.0%
212 $11,000
Q4 2021

Jan 21, 2022
BUY
$51.9 - $57.29 $5,501 - $6,072
106 New
106 $12,000

Others Institutions Holding SCHX

# of Institutions
1,632
Shares Held
1.14B
Call Options Held
64.2K
Put Options Held
12K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
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More about SCHX
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