Delap Wealth Advisory, LLC Schwab Strategic Tr Us Large C Transaction History

Delap Wealth Advisory, LLC

  • $208 Billion
  • Q2 2025

A detailed history of Delap Wealth Advisory, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Delap Wealth Advisory, LLC holds 9,300 shares of SCHX stock, worth $234,453. This represents 0.11% of its overall portfolio holdings.

Number of Shares
9,300
Holding current value
$234,453
% of portfolio
0.11%

Shares

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

Jul 28, 2025
BUY
$19.6 - $24.44 $182,280 - $227,292
9,300 New
9,300 $227 Million
Q2 2024

Aug 13, 2024
BUY
$58.7 - $64.78 $632,668 - $698,198
10,778 New
10,778 $692 Million

Others Institutions Holding SCHX

# of Institutions
1,536
Shares Held
1.13B
Call Options Held
53.9K
Put Options Held
5.4K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
Track This Portfolio

Track Delap Wealth Advisory, LLC Portfolio

Follow Delap Wealth Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Delap Wealth Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Delap Wealth Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email