Falcon Wealth Planning Schwab Strategic Tr Us Large C Transaction History

Falcon Wealth Planning

  • $889 Million
  • Q2 2025

A detailed history of Falcon Wealth Planning transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Falcon Wealth Planning holds 11,912 shares of SCHX stock, worth $300,301. This represents 0.03% of its overall portfolio holdings.

Number of Shares
11,912
Previous 11,628 2.44%
Holding current value
$300,301
Previous $256,000 13.67%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Jul 16, 2025
BUY
$19.6 - $24.44 $5,566 - $6,940
284 Added 2.44%
11,912 $291,000
Q1 2025

Apr 24, 2025
BUY
$21.75 - $24.28 $326 - $364
15 Added 0.13%
11,628 $256,000
Q4 2024

Jan 22, 2025
BUY
$22.4 - $68.28 $167,686 - $511,144
7,486 Added 181.39%
11,613 $269,000
Q3 2024

Oct 30, 2024
BUY
$61.11 - $67.85 $6,416 - $7,124
105 Added 2.61%
4,127 $280,000
Q3 2023

Oct 05, 2023
BUY
$50.36 - $54.21 $202,547 - $218,032
4,022 New
4,022 $203,000

Others Institutions Holding SCHX

# of Institutions
1,536
Shares Held
1.13B
Call Options Held
53.9K
Put Options Held
5.4K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
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