Glass Jacobson Investment Advisors LLC Schwab Strategic Tr Us Large C Transaction History

Glass Jacobson Investment Advisors LLC

  • $260 Billion
  • Q2 2025

A detailed history of Glass Jacobson Investment Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Glass Jacobson Investment Advisors LLC holds 2,125 shares of SCHX stock, worth $56,652. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,125
Previous 6,072 65.0%
Holding current value
$56,652
Previous $141 Million 63.11%
% of portfolio
0.02%
Previous 0.05%

Shares

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

Jul 31, 2025
SELL
$19.6 - $24.44 $77,361 - $96,464
-3,947 Reduced 65.0%
2,125 $51.9 Million
Q4 2024

Feb 13, 2025
BUY
$22.4 - $68.28 $90,675 - $276,397
4,048 Added 200.0%
6,072 $141 Million
Q3 2024

Nov 15, 2024
BUY
$61.11 - $67.85 $34,771 - $38,606
569 Added 39.11%
2,024 $137 Million
Q1 2024

Apr 26, 2024
SELL
$55.41 - $62.08 $222,859 - $249,685
-4,022 Reduced 73.43%
1,455 $90.3 Million
Q4 2023

Jan 22, 2024
BUY
$48.47 - $56.6 $190,826 - $222,834
3,937 Added 255.65%
5,477 $309 Million
Q3 2023

Nov 07, 2023
BUY
$50.36 - $54.21 $4,784 - $5,149
95 Added 6.57%
1,540 $77.9 Million
Q2 2023

Jul 25, 2023
SELL
$47.67 - $52.37 $23,215 - $25,504
-487 Reduced 25.21%
1,445 $75.7 Million
Q4 2022

Feb 06, 2023
BUY
$42.25 - $48.16 $81,627 - $93,045
1,932 New
1,932 $87.2 Million

Others Institutions Holding SCHX

# of Institutions
1,567
Shares Held
1.13B
Call Options Held
68.6K
Put Options Held
200
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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