Financial Consulate, Inc Schwab Strategic Tr Us Large C Transaction History

Financial Consulate, Inc

  • $678 Million
  • Q3 2025

A detailed history of Financial Consulate, Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Financial Consulate, Inc holds 5,133,075 shares of SCHX stock, worth $136 Million. This represents 19.94% of its overall portfolio holdings.

Number of Shares
5,133,075
Previous 4,703,142 9.14%
Holding current value
$136 Million
Previous $115 Million 17.63%
% of portfolio
19.94%
Previous 23.63%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
BUY
$24.46 - $26.5 $10.5 Million - $11.4 Million
429,933 Added 9.14%
5,133,075 $135 Million
Q2 2025

Jul 17, 2025
BUY
$19.6 - $24.44 $11.5 Million - $14.3 Million
585,217 Added 14.21%
4,703,142 $115 Million
Q1 2025

Apr 25, 2025
BUY
$21.75 - $24.28 $7.84 Million - $8.75 Million
360,433 Added 9.59%
4,117,925 $90.9 Million
Q4 2024

Jan 31, 2025
BUY
$22.4 - $68.28 $56.6 Million - $173 Million
2,526,745 Added 205.3%
3,757,492 $87.1 Million
Q3 2024

Oct 21, 2024
BUY
$61.11 - $67.85 $4.05 Million - $4.5 Million
66,293 Added 5.69%
1,230,747 $83.5 Million
Q2 2024

Jul 19, 2024
BUY
$58.7 - $64.78 $319,856 - $352,986
5,449 Added 0.47%
1,164,454 $74.8 Million
Q1 2024

Apr 22, 2024
BUY
$55.41 - $62.08 $2.48 Million - $2.78 Million
44,803 Added 4.02%
1,159,005 $71.9 Million
Q4 2023

Jan 31, 2024
BUY
$48.47 - $56.6 $10.4 Million - $12.1 Million
214,479 Added 23.84%
1,114,202 $62.8 Million
Q3 2023

Oct 23, 2023
BUY
$50.36 - $54.21 $406,757 - $437,854
8,077 Added 0.91%
899,723 $45.5 Million
Q2 2023

Jul 21, 2023
BUY
$47.67 - $52.37 $1.84 Million - $2.03 Million
38,682 Added 4.54%
891,646 $46.7 Million
Q1 2023

Apr 17, 2023
BUY
$44.78 - $49.41 $7 Million - $7.72 Million
156,285 Added 22.43%
852,964 $41.3 Million
Q4 2022

Jan 11, 2023
SELL
$42.25 - $48.16 $285,483 - $325,417
-6,757 Reduced 0.96%
696,679 $0
Q3 2022

Oct 20, 2022
BUY
$42.35 - $51.01 $6.26 Million - $7.54 Million
147,752 Added 26.59%
703,436 $29.8 Million
Q2 2022

Jul 19, 2022
BUY
$43.35 - $54.51 $1.92 Million - $2.41 Million
44,272 Added 8.66%
555,684 $24.8 Million
Q1 2022

Apr 28, 2022
BUY
$49.51 - $57.27 $13.8 Million - $16 Million
278,510 Added 119.58%
511,412 $27.5 Million
Q4 2021

Feb 07, 2022
BUY
$51.9 - $57.29 $652,123 - $719,848
12,565 Added 5.7%
232,902 $26.5 Million
Q3 2021

Oct 19, 2021
BUY
$51.52 - $54.94 $506,338 - $539,950
9,828 Added 4.67%
220,337 $22.9 Million
Q2 2021

Jul 22, 2021
BUY
$48.62 - $52.01 $464,321 - $496,695
9,550 Added 4.75%
210,509 $21.9 Million
Q1 2021

Apr 19, 2021
BUY
$44.9 - $48.34 $370,694 - $399,095
8,256 Added 4.28%
200,959 $19.3 Million
Q4 2020

Jan 29, 2021
BUY
$39.35 - $45.48 $129,776 - $149,993
3,298 Added 1.74%
192,703 $17.5 Million
Q3 2020

Oct 20, 2020
BUY
$37.26 - $43.03 $181,493 - $209,599
4,871 Added 2.64%
189,405 $15.3 Million
Q2 2020

Jul 22, 2020
SELL
$29.25 - $38.76 $418,860 - $555,043
-14,320 Reduced 7.2%
184,534 $13.7 Million
Q1 2020

Apr 29, 2020
SELL
$26.61 - $40.52 $6.09 Million - $9.27 Million
-228,763 Reduced 53.5%
198,854 $12.2 Million
Q4 2019

Jan 22, 2020
BUY
$34.42 - $38.54 $4.73 Million - $5.3 Million
137,488 Added 47.39%
427,617 $32.8 Million
Q3 2019

Oct 16, 2019
BUY
$35.28 - $36.01 $106,192 - $108,390
3,010 Added 1.05%
290,129 $20.6 Million
Q2 2019

Jul 24, 2019
BUY
N/A
200,454 Added 231.3%
287,119 $20.2 Million
Q1 2019

May 01, 2019
SELL
N/A
-26,919 Reduced 23.7%
86,665 $5.86 Million
Q4 2018

Jan 25, 2019
BUY
N/A
56,577 Added 99.25%
113,584 $6.78 Million
Q3 2018

Oct 29, 2018
SELL
N/A
-194,317 Reduced 77.32%
57,007 $3.97 Million
Q2 2018

Jul 27, 2018
BUY
N/A
10,673 Added 4.44%
251,324 $16.3 Million
Q1 2018

Apr 16, 2018
BUY
N/A
10,734 Added 4.67%
240,651 $15.2 Million
Q4 2017

Jan 29, 2018
BUY
N/A
16,053 Added 7.51%
229,917 $14.7 Million
Q3 2017

Oct 19, 2017
BUY
N/A
213,864
213,864 $12.8 Million

Others Institutions Holding SCHX

# of Institutions
1,631
Shares Held
1.14B
Call Options Held
64.2K
Put Options Held
12K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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