Ethos Financial Group, LLC Schwab Strategic Tr Us Large C Transaction History

Ethos Financial Group, LLC

$665 Million
Q4 2024

A detailed history of Ethos Financial Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Ethos Financial Group, LLC holds 1,020,561 shares of SCHX stock, worth $23 Million. This represents 3.56% of its overall portfolio holdings.

Number of Shares

1,020,561

Previous 307,639 231.74%

Holding current value

$23 Million

Previous $20.9 Million 13.33%

% of portfolio

3.56%

Previous 3.95%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 06, 2025	BUY	$22.4 - $68.28 $16 Million - $48.7 Million	712,922 Added 231.74%	1,020,561 $23.7 Million
Q3 2024 Nov 07, 2024	BUY	$61.11 - $67.85 $265,278 - $294,536	4,341 Added 1.43%	307,639 $20.9 Million
Q2 2024 Aug 12, 2024	BUY	$58.7 - $64.78 $864,768 - $954,338	14,732 Added 5.11%	303,298 $19.5 Million
Q1 2024 May 08, 2024	BUY	$55.41 - $62.08 $614,053 - $687,970	11,082 Added 3.99%	288,566 $18 Million
Q4 2023 Feb 07, 2024	BUY	$48.47 - $56.6 $1.22 Million - $1.42 Million	25,153 Added 9.97%	277,484 $15.7 Million
Q3 2023 Nov 13, 2023	BUY	$50.36 - $54.21 $4.54 Million - $4.89 Million	90,248 Added 55.68%	252,331 $12.8 Million
Q1 2023 Apr 20, 2023	BUY	$44.78 - $49.41 $334,237 - $368,796	7,464 Added 4.83%	162,083 $7.84 Million
Q4 2022 Feb 09, 2023	BUY	$42.25 - $48.16 $6.53 Million - $7.45 Million	154,619 New	154,619 $6.98 Billion

Others Institutions Holding SCHX

# of Institutions

1,477

Shares Held

1.08B

Call Options Held

71.4K

Put Options Held

4.2K

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About SCHWAB STRATEGIC TR US LARGE-C

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Ethos Financial Group, LLC Schwab Strategic Tr Us Large C Transaction History