Destination Wealth Management Schwab Strategic Tr Us Large C Transaction History

Destination Wealth Management

$3.14 Billion
Q1 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 1,134,415 shares of SCHX stock, worth $28.5 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares

1,134,415

Previous 1,497,843 24.26%

Holding current value

$28.5 Million

Previous $34.7 Million 27.86%

% of portfolio

0.8%

Previous 1.1%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,534

Shares Held

1.13B

Call Options Held

53.9K

Put Options Held

5.49K

View Full List

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Destination Wealth Management Schwab Strategic Tr Us Large C Transaction History