First Foundation Advisors Schwab Strategic Tr Us Large C Transaction History

First Foundation Advisors

$2.63 Billion
Q2 2025

A detailed history of First Foundation Advisors transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, First Foundation Advisors holds 161,704 shares of SCHX stock, worth $4.23 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

161,704

Previous 161,704 -0.0%

Holding current value

$4.23 Million

Previous $3.57 Million 10.7%

% of portfolio

0.15%

Previous 0.15%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	SELL	$21.75 - $24.28 $11,875 - $13,256	-546 Reduced 0.34%	161,704 $3.57 Million
Q4 2024 Feb 13, 2025	BUY	$22.4 - $68.28 $2.44 Million - $7.43 Million	108,854 Added 203.86%	162,250 $3.76 Million
Q3 2024 Nov 13, 2024	SELL	$61.11 - $67.85 $21,571 - $23,951	-353 Reduced 0.66%	53,396 $3.62 Million
Q2 2024 Aug 06, 2024	BUY	$58.7 - $64.78 $1.99 Million - $2.19 Million	33,872 Added 170.41%	53,749 $3.45 Million
Q1 2024 May 09, 2024	SELL	$55.41 - $62.08 $30,143 - $33,771	-544 Reduced 2.66%	19,877 $1.23 Million
Q4 2023 Feb 14, 2024	BUY	$48.47 - $56.6 $920 - $1,075	19 Added 0.09%	20,421 $1.15 Million
Q3 2023 Nov 15, 2023	SELL	$50.36 - $54.21 $877,825 - $944,934	-17,431 Reduced 46.07%	20,402 $1.03 Million
Q2 2023 Aug 14, 2023	BUY	$47.67 - $52.37 $713,095 - $783,402	14,959 Added 65.4%	37,833 $1.98 Million
Q1 2023 May 12, 2023	SELL	$44.78 - $49.41 $1.12 Million - $1.23 Million	-24,956 Reduced 52.18%	22,874 $1.11 Million
Q4 2022 Feb 14, 2023	SELL	$42.25 - $48.16 $558,840 - $637,012	-13,227 Reduced 21.66%	47,830 $2.16 Million
Q3 2022 Nov 10, 2022	BUY	$42.35 - $51.01 $17,405 - $20,965	411 Added 0.68%	61,057 $2.59 Million
Q2 2022 Aug 12, 2022	SELL	$43.35 - $54.51 $51,456 - $64,703	-1,187 Reduced 1.92%	60,646 $2.71 Million
Q1 2022 May 05, 2022	BUY	$49.51 - $57.27 $1.8 Million - $2.09 Million	36,427 Added 143.38%	61,833 $3.33 Million
Q4 2021 Feb 14, 2022	BUY	$51.9 - $57.29 $176,771 - $195,129	3,406 Added 15.48%	25,406 $2.89 Million
Q3 2021 Nov 15, 2021	BUY	$51.52 - $54.94 $10,407 - $11,097	202 Added 0.93%	22,000 $2.29 Million
Q2 2021 Aug 13, 2021	BUY	$48.62 - $52.01 $38,798 - $41,503	798 Added 3.8%	21,798 $2.27 Million
Q1 2021 May 18, 2021	BUY	$44.9 - $48.34 $724,102 - $779,579	16,127 Added 330.95%	21,000 $2.02 Million
Q4 2020 Feb 16, 2021	BUY	$39.35 - $45.48 $21,406 - $24,741	544 Added 12.57%	4,873 $443,000
Q3 2020 Nov 12, 2020	BUY	$37.26 - $43.03 $7,079 - $8,175	190 Added 4.59%	4,329 $349,000
Q2 2020 Aug 14, 2020	SELL	$29.25 - $38.76 $513,132 - $679,966	-17,543 Reduced 80.91%	4,139 $307,000
Q1 2020 May 11, 2020	BUY	$26.61 - $40.52 $469,586 - $715,056	17,647 Added 437.35%	21,682 $1.33 Million
Q4 2019 Feb 11, 2020	BUY	$34.42 - $38.54 $138,884 - $155,508	4,035 New	4,035 $310,000

Others Institutions Holding SCHX

# of Institutions

1,574

Shares Held

1.13B

Call Options Held

68.6K

Put Options Held

200

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First Foundation Advisors Schwab Strategic Tr Us Large C Transaction History