David Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History

David Wealth Management LLC

  • $134 Billion
  • Q2 2025

A detailed history of David Wealth Management LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, David Wealth Management LLC holds 57,775 shares of SCHX stock, worth $1.51 Million. This represents 1.05% of its overall portfolio holdings.

Number of Shares
57,775
Previous 46,115 25.28%
Holding current value
$1.51 Million
Previous $1.02 Billion 38.68%
% of portfolio
1.05%
Previous 0.85%

Shares

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

Jul 22, 2025
BUY
$19.6 - $24.44 $228,536 - $284,970
11,660 Added 25.28%
57,775 $1.41 Billion
Q1 2025

Apr 16, 2025
BUY
$21.75 - $24.28 $6,894 - $7,696
317 Added 0.69%
46,115 $1.02 Billion
Q4 2024

Jan 29, 2025
BUY
$22.4 - $68.28 $1.03 Million - $3.13 Million
45,798 New
45,798 $1.06 Billion

Others Institutions Holding SCHX

# of Institutions
1,569
Shares Held
1.13B
Call Options Held
68.6K
Put Options Held
200
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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