Ellenbecker Investment Group Schwab Strategic Tr Us Large C Transaction History

Ellenbecker Investment Group

  • $581 Million
  • Q2 2025

A detailed history of Ellenbecker Investment Group transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Ellenbecker Investment Group holds 13,850 shares of SCHX stock, worth $349,158. This represents 0.06% of its overall portfolio holdings.

Number of Shares
13,850
Previous 14,041 1.36%
Holding current value
$349,158
Previous $308,000 9.74%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Jul 22, 2025
SELL
$19.6 - $24.44 $3,743 - $4,668
-191 Reduced 1.36%
13,850 $338,000
Q1 2025

Apr 15, 2025
BUY
$21.75 - $24.28 $4,328 - $4,831
199 Added 1.44%
14,041 $308,000
Q4 2024

Jan 13, 2025
BUY
$22.4 - $68.28 $188,832 - $575,600
8,430 Added 155.76%
13,842 $320,000
Q3 2024

Oct 17, 2024
BUY
$61.11 - $67.85 $183 - $203
3 Added 0.06%
5,412 $367,000
Q1 2024

Apr 09, 2024
BUY
$55.41 - $62.08 $299,712 - $335,790
5,409 New
5,409 $335,000

Others Institutions Holding SCHX

# of Institutions
1,537
Shares Held
1.13B
Call Options Held
53.9K
Put Options Held
5.4K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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