Evoke Wealth, LLC Schwab Strategic Tr Us Large C Transaction History

Evoke Wealth, LLC

$4.37 Trillion
Q2 2025

A detailed history of Evoke Wealth, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Evoke Wealth, LLC holds 84,810 shares of SCHX stock, worth $2.22 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

84,810

Previous 81,380 4.21%

Holding current value

$2.22 Million

Previous $1.8 Billion 15.35%

% of portfolio

0.05%

Previous 0.05%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	BUY	$19.6 - $24.44 $67,228 - $83,829	3,430 Added 4.21%	84,810 $2.07 Billion
Q1 2025 May 13, 2025	BUY	$21.75 - $24.28 $529,482 - $591,072	24,344 Added 42.68%	81,380 $1.8 Billion
Q4 2024 Feb 10, 2025	BUY	$22.4 - $68.28 $851,737 - $2.6 Million	38,024 Added 200.0%	57,036 $1.32 Billion
Q3 2024 Nov 13, 2024	BUY	$61.11 - $67.85 $1.16 Million - $1.29 Million	19,012 New	19,012 $1.29 Billion
Q1 2024 May 15, 2024	BUY	$55.41 - $62.08 $3,324 - $3,724	60 Added 0.34%	17,512 $1.09 Million
Q4 2023 Jun 10, 2024	SELL	$48.47 - $56.6 $654,926 - $764,779	-13,512 Reduced 77.16%	4,000 $226 Million
Q4 2023 Feb 12, 2024	BUY	$48.47 - $56.6 $193,880 - $226,400	4,000 Added 29.74%	17,452 $984,000
Q2 2023 Aug 09, 2023	BUY	$47.67 - $52.37 $211,750 - $232,627	4,442 Added 49.3%	13,452 $704,000
Q1 2022 May 10, 2022	BUY	$49.51 - $57.27 $223,042 - $258,001	4,505 Added 100.0%	9,010 $485,000
Q4 2021 Feb 09, 2022	BUY	$51.9 - $57.29 $233,809 - $258,091	4,505 New	4,505 $513,000

Others Institutions Holding SCHX

# of Institutions

1,568

Shares Held

1.13B

Call Options Held

68.6K

Put Options Held

200

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
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