Destination Wealth Management Schwab Strategic Tr Us Large C Transaction History

Destination Wealth Management

  • $3.3 Billion
  • Q2 2025

A detailed history of Destination Wealth Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Destination Wealth Management holds 982,028 shares of SCHX stock, worth $25.7 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares
982,028
Previous 1,134,415 13.43%
Holding current value
$25.7 Million
Previous $25 Million 4.18%
% of portfolio
0.73%
Previous 0.8%

Shares

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

Aug 14, 2025
SELL
$19.6 - $24.44 $2.99 Million - $3.72 Million
-152,387 Reduced 13.43%
982,028 $24 Million
Q1 2025

May 15, 2025
SELL
$21.75 - $24.28 $7.9 Million - $8.82 Million
-363,428 Reduced 24.26%
1,134,415 $25 Million
Q4 2024

Feb 06, 2025
BUY
$22.4 - $68.28 $23.1 Million - $70.4 Million
1,031,543 Added 221.22%
1,497,843 $34.7 Million
Q3 2024

Nov 25, 2024
SELL
$61.11 - $67.85 $829,323 - $920,792
-13,571 Reduced 2.83%
466,300 $31.6 Million
Q2 2024

Jul 24, 2024
SELL
$58.7 - $64.78 $3.2 Million - $3.53 Million
-54,496 Reduced 10.2%
479,871 $30.8 Million
Q1 2024

May 14, 2024
SELL
$55.41 - $62.08 $21.1 Million - $23.7 Million
-381,443 Reduced 41.65%
534,367 $33.2 Million
Q4 2023

Feb 13, 2024
BUY
$48.47 - $56.6 $25.2 Million - $29.5 Million
520,854 Added 131.88%
915,810 $51.7 Million
Q3 2023

Nov 14, 2023
SELL
$50.36 - $54.21 $653,169 - $703,103
-12,970 Reduced 3.18%
394,956 $20 Million
Q2 2023

Aug 11, 2023
SELL
$47.67 - $52.37 $1.48 Million - $1.62 Million
-30,967 Reduced 7.06%
407,926 $21.4 Million
Q1 2023

May 05, 2023
SELL
$44.78 - $49.41 $15.6 Million - $17.2 Million
-349,000 Reduced 44.3%
438,893 $21.2 Million
Q4 2022

Feb 10, 2023
BUY
$42.25 - $48.16 $19.7 Million - $22.5 Million
466,899 Added 145.45%
787,893 $35.6 Million
Q3 2022

Nov 10, 2022
SELL
$42.35 - $51.01 $10.1 Million - $12.2 Million
-238,771 Reduced 42.66%
320,994 $13.6 Million
Q2 2022

Jul 29, 2022
BUY
$43.35 - $54.51 $14.2 Million - $17.8 Million
326,960 Added 140.44%
559,765 $25 Million
Q1 2022

May 12, 2022
BUY
$49.51 - $57.27 $2.27 Million - $2.62 Million
45,813 Added 24.5%
232,805 $12.5 Million
Q4 2021

Feb 04, 2022
BUY
$51.9 - $57.29 $3.27 Million - $3.61 Million
62,964 Added 50.77%
186,992 $21.3 Million
Q3 2021

Oct 25, 2021
SELL
$51.52 - $54.94 $39,618 - $42,248
-769 Reduced 0.62%
124,028 $12.9 Million
Q2 2021

Aug 13, 2021
SELL
$48.62 - $52.01 $380,597 - $407,134
-7,828 Reduced 5.9%
124,797 $13 Million
Q1 2021

May 05, 2021
SELL
$44.9 - $48.34 $3.17 Million - $3.41 Million
-70,559 Reduced 34.73%
132,625 $12.7 Million
Q4 2020

Feb 11, 2021
BUY
$39.35 - $45.48 $4.96 Million - $5.74 Million
126,161 Added 163.8%
203,184 $18.5 Million
Q3 2020

Nov 12, 2020
SELL
$37.26 - $43.03 $84,580 - $97,678
-2,270 Reduced 2.86%
77,023 $6.21 Million
Q2 2020

Aug 14, 2020
SELL
$29.25 - $38.76 $526,090 - $697,137
-17,986 Reduced 18.49%
79,293 $5.88 Million
Q1 2020

May 13, 2020
SELL
$26.61 - $40.52 $1.62 Million - $2.47 Million
-61,031 Reduced 38.55%
97,279 $5.96 Million
Q4 2019

Feb 12, 2020
BUY
$34.42 - $38.54 $1.99 Million - $2.23 Million
57,949 Added 57.74%
158,310 $12.2 Million
Q3 2019

Nov 13, 2019
BUY
$35.28 - $36.01 $14,817 - $15,124
420 Added 0.42%
100,361 $7.12 Million
Q2 2019

Jul 19, 2019
SELL
N/A
-6,681 Reduced 6.27%
99,941 $7.02 Million
Q1 2019

May 01, 2019
SELL
N/A
-141,076 Reduced 56.95%
106,622 $7.21 Million
Q4 2018

Feb 05, 2019
BUY
N/A
159,278 Added 180.14%
247,698 $14.8 Million
Q3 2018

Nov 07, 2018
BUY
N/A
201 Added 0.23%
88,420 $6.15 Million
Q2 2018

Jul 31, 2018
BUY
N/A
84,250 Added 2122.7%
88,219 $5.73 Million
Q1 2018

Apr 05, 2018
SELL
N/A
-152,239 Reduced 97.46%
3,969 $540,000
Q4 2017

Feb 09, 2018
BUY
N/A
75,330 Added 93.14%
156,208 $9.96 Million
Q3 2017

Nov 09, 2017
SELL
N/A
-21,331 Reduced 20.87%
80,878 $4.86 Million
Q2 2017

Aug 11, 2017
BUY
N/A
102,209
102,209 $5.91 Million

Others Institutions Holding SCHX

# of Institutions
1,578
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
Track This Portfolio

Track Destination Wealth Management Portfolio

Follow Destination Wealth Management 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 Destination Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Destination Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email