Family Management Corp Schwab Strategic Tr Us Large C Transaction History

Family Management Corp

$582 Million
Q1 2025

A detailed history of Family Management Corp transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Family Management Corp holds 61,662 shares of SCHX stock, worth $1.44 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

61,662

Previous 62,740 1.72%

Holding current value

$1.44 Million

Previous $1.45 Million 6.4%

% of portfolio

0.23%

Previous 0.24%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$21.75 - $24.28 $23,446 - $26,173	-1,078 Reduced 1.72%	61,662 $1.36 Million
Q4 2024 Feb 14, 2025	BUY	$22.4 - $68.28 $936,991 - $2.86 Million	41,830 Added 200.05%	62,740 $1.45 Million
Q3 2024 Nov 14, 2024	SELL	$61.11 - $67.85 $2,444 - $2,714	-40 Reduced 0.19%	20,910 $1.42 Million
Q2 2024 Aug 14, 2024	SELL	$58.7 - $64.78 $1,878 - $2,072	-32 Reduced 0.15%	20,950 $1.35 Million
Q1 2024 May 15, 2024	SELL	$55.41 - $62.08 $43,386 - $48,608	-783 Reduced 3.6%	20,982 $1.3 Million
Q4 2023 Feb 14, 2024	SELL	$48.47 - $56.6 $106,682 - $124,576	-2,201 Reduced 9.18%	21,765 $1.23 Million
Q3 2023 Nov 14, 2023	SELL	$50.36 - $54.21 $57,662 - $62,070	-1,145 Reduced 4.56%	23,966 $1.21 Million
Q2 2023 Aug 14, 2023	SELL	$47.67 - $52.37 $73,554 - $80,806	-1,543 Reduced 5.79%	25,111 $1.32 Million
Q1 2023 May 15, 2023	SELL	$44.78 - $49.41 $177,642 - $196,009	-3,967 Reduced 12.96%	26,654 $1.29 Million
Q4 2022 Feb 14, 2023	BUY	$42.25 - $48.16 $169 - $192	4 Added 0.01%	30,621 $1.38 Million
Q3 2022 Nov 14, 2022	BUY	$42.35 - $51.01 $169 - $204	4 Added 0.01%	30,617 $1.3 Million
Q2 2022 Aug 15, 2022	SELL	$43.35 - $54.51 $40,749 - $51,239	-940 Reduced 2.98%	30,613 $1.37 Million
Q1 2022 May 16, 2022	BUY	$49.51 - $57.27 $720,766 - $833,736	14,558 Added 85.66%	31,553 $1.7 Million
Q4 2021 Feb 14, 2022	SELL	$51.9 - $57.29 $14,895 - $16,442	-287 Reduced 1.66%	16,995 $1.93 Million
Q3 2021 Nov 15, 2021	SELL	$51.52 - $54.94 $211,232 - $225,254	-4,100 Reduced 19.18%	17,282 $1.8 Million
Q2 2021 Aug 13, 2021	SELL	$48.62 - $52.01 $30,144 - $32,246	-620 Reduced 2.82%	21,382 $2.22 Million
Q1 2021 May 14, 2021	SELL	$44.9 - $48.34 $59,312 - $63,857	-1,321 Reduced 5.66%	22,002 $2.11 Million
Q4 2020 Feb 10, 2021	BUY	$39.35 - $45.48 $917,760 - $1.06 Million	23,323 New	23,323 $2.12 Million

Others Institutions Holding SCHX

# of Institutions

1,497

Shares Held

1.15B

Call Options Held

53.9K

Put Options Held

5.49K

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About SCHWAB STRATEGIC TR US LARGE-C

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Family Management Corp Schwab Strategic Tr Us Large C Transaction History