Fsm Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Fsm Wealth Advisors, LLC

$603 Million
Q2 2025

A detailed history of Fsm Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 48,010 shares of SCHX stock, worth $1.27 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

48,010

Previous 47,487 1.1%

Holding current value

$1.27 Million

Previous $1.05 Million 11.93%

% of portfolio

0.19%

Previous 0.24%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	BUY	$19.6 - $24.44 $10,250 - $12,782	523 Added 1.1%	48,010 $1.17 Million
Q1 2025 Apr 28, 2025	SELL	$21.75 - $24.28 $20,053 - $22,386	-922 Reduced 1.9%	47,487 $1.05 Million
Q4 2024 Jan 24, 2025	BUY	$22.4 - $68.28 $775,980 - $2.37 Million	34,642 Added 251.63%	48,409 $1.12 Million
Q3 2024 Oct 30, 2024	BUY	$61.11 - $67.85 $549 - $610	9 Added 0.07%	13,767 $934,000
Q1 2024 May 14, 2024	SELL	$55.41 - $62.08 $49,093 - $55,002	-886 Reduced 6.05%	13,758 $853,000
Q4 2023 May 14, 2024	BUY	$48.47 - $56.6 $3,683 - $4,301	76 Added 0.52%	14,644 $825,000
Q3 2023 Nov 14, 2023	SELL	$50.36 - $54.21 $3,676 - $3,957	-73 Reduced 0.5%	14,568 $737,000
Q2 2023 Jul 12, 2023	BUY	$47.67 - $52.37 $90,906 - $99,869	1,907 Added 14.98%	14,641 $766,000
Q1 2023 Apr 24, 2023	BUY	$44.78 - $49.41 $13,344 - $14,724	298 Added 2.4%	12,734 $615,000
Q4 2022 Jan 19, 2023	BUY	$42.25 - $48.16 $549 - $626	13 Added 0.1%	12,436 $0
Q3 2022 Oct 24, 2022	BUY	$42.35 - $51.01 $27,400 - $33,003	647 Added 5.49%	12,423 $526,000
Q2 2022 Aug 12, 2022	BUY	$43.35 - $54.51 $510,489 - $641,909	11,776 New	11,776 $577,000

Others Institutions Holding SCHX

# of Institutions

1,567

Shares Held

1.13B

Call Options Held

68.6K

Put Options Held

200

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About SCHWAB STRATEGIC TR US LARGE-C

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Fsm Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History