Elser Financial Planning, Inc Schwab Strategic Tr Us Large C Transaction History

Elser Financial Planning, Inc

$1.67 Trillion
Q2 2025

A detailed history of Elser Financial Planning, Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Elser Financial Planning, Inc holds 135,020 shares of SCHX stock, worth $3.53 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

135,020

Previous 131,560 2.63%

Holding current value

$3.53 Million

Previous $2.9 Billion 14.53%

% of portfolio

0.2%

Previous 4.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 21, 2025	BUY	$19.6 - $24.44 $48,451 - $60,415	2,472 Added 1.83%	137,492 $3.36 Billion
Q2 2025 Jul 17, 2025	BUY	$19.6 - $24.44 $67,816 - $84,562	3,460 Added 2.63%	135,020 $3.33 Billion
Q1 2025 Apr 21, 2025	SELL	$21.75 - $24.28 $83,759 - $93,502	-3,851 Reduced 2.84%	131,560 $2.9 Billion
Q4 2024 Jan 28, 2025	BUY	$22.4 - $68.28 $1.99 Million - $6.08 Million	89,058 Added 192.13%	135,411 $3.14 Billion
Q3 2024 Oct 17, 2024	BUY	$61.11 - $67.85 $314,960 - $349,698	5,154 Added 12.51%	46,353 $3.15 Billion
Q2 2024 Jul 22, 2024	BUY	$58.7 - $64.78 $2.42 Million - $2.67 Million	41,199 New	41,199 $2.65 Billion

Others Institutions Holding SCHX

# of Institutions

1,568

Shares Held

1.13B

Call Options Held

68.6K

Put Options Held

200

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About SCHWAB STRATEGIC TR US LARGE-C

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Elser Financial Planning, Inc Schwab Strategic Tr Us Large C Transaction History