Gen Financial Management, Inc. Schwab Strategic Tr Us Large C Transaction History

Gen Financial Management, Inc.

  • $122 Billion
  • Q2 2025

A detailed history of Gen Financial Management, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Gen Financial Management, Inc. holds 808,868 shares of SCHX stock, worth $20.4 Million. This represents 16.16% of its overall portfolio holdings.

Number of Shares
808,868
Previous 1,112,544 27.3%
Holding current value
$20.4 Million
Previous $24.6 Billion 19.52%
% of portfolio
16.16%
Previous 16.64%

Shares

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

Jul 18, 2025
SELL
$19.6 - $24.44 $5.95 Million - $7.42 Million
-303,676 Reduced 27.3%
808,868 $19.8 Billion
Q1 2025

Apr 16, 2025
SELL
$21.75 - $24.28 $81,171 - $90,612
-3,732 Reduced 0.33%
1,112,544 $24.6 Billion
Q4 2024

Jan 24, 2025
BUY
$22.4 - $68.28 $25 Million - $76.2 Million
1,116,276 New
1,116,276 $25.9 Billion

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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