Glassman Wealth Services Schwab Strategic Tr Us Large C Transaction History

Glassman Wealth Services

  • $708 Million
  • Q3 2025

A detailed history of Glassman Wealth Services transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Glassman Wealth Services holds 6,001 shares of SCHX stock, worth $159,266. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,001
Previous 3,702 62.1%
Holding current value
$159,266
Previous $90,000 75.56%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Nov 10, 2025
BUY
$24.46 - $26.5 $56,233 - $60,923
2,299 Added 62.1%
6,001 $158,000
Q4 2024

Feb 05, 2025
BUY
$22.4 - $68.28 $55,283 - $168,515
2,468 Added 200.0%
3,702 $85,000
Q3 2024

Nov 12, 2024
SELL
$61.11 - $67.85 $27,499 - $30,532
-450 Reduced 26.72%
1,234 $83,000
Q2 2024

Aug 06, 2024
BUY
$58.7 - $64.78 $25,182 - $27,790
429 Added 34.18%
1,684 $108,000
Q3 2023

Nov 13, 2023
BUY
$50.36 - $54.21 $1,057 - $1,138
21 Added 1.7%
1,255 $63,000
Q2 2023

Aug 08, 2023
SELL
$47.67 - $52.37 $57,537 - $63,210
-1,207 Reduced 49.45%
1,234 $64,000
Q1 2023

May 04, 2023
BUY
$44.78 - $49.41 $66,856 - $73,769
1,493 Added 157.49%
2,441 $118,000
Q1 2022

Aug 23, 2022
BUY
$49.51 - $57.27 $990 - $1,145
20 Added 2.16%
948 $51,000
Q1 2022

Apr 14, 2022
SELL
$49.51 - $57.27 $23,616 - $27,317
-477 Reduced 33.95%
928 $50,000
Q4 2021

Feb 14, 2022
BUY
$51.9 - $57.29 $6,747 - $7,447
130 Added 10.2%
1,405 $160,000
Q3 2021

Nov 10, 2021
BUY
$51.52 - $54.94 $1,133 - $1,208
22 Added 1.76%
1,275 $133,000
Q2 2021

Aug 04, 2021
BUY
$48.62 - $52.01 $48 - $52
1 Added 0.08%
1,253 $130,000
Q1 2021

May 05, 2021
BUY
$44.9 - $48.34 $44 - $48
1 Added 0.08%
1,252 $120,000
Q4 2020

Feb 04, 2021
BUY
$39.35 - $45.48 $432 - $500
11 Added 0.89%
1,251 $114,000
Q3 2020

Nov 09, 2020
BUY
$37.26 - $43.03 $37 - $43
1 Added 0.08%
1,240 $100,000
Q2 2020

Aug 06, 2020
SELL
$29.25 - $38.76 $17,286 - $22,907
-591 Reduced 32.3%
1,239 $92,000
Q1 2020

May 12, 2020
BUY
$26.61 - $40.52 $16,631 - $25,325
625 Added 51.87%
1,830 $112,000
Q3 2019

Nov 01, 2019
SELL
$35.28 - $36.01 $5,292 - $5,401
-150 Reduced 11.07%
1,205 $85,000
Q2 2019

Aug 08, 2019
BUY
N/A
1,355 New
1,355 $95,000

Others Institutions Holding SCHX

# of Institutions
1,629
Shares Held
1.14B
Call Options Held
64.2K
Put Options Held
12K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
Track This Portfolio

Track Glassman Wealth Services Portfolio

Follow Glassman Wealth Services and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Glassman Wealth Services, based on Form 13F filings with the SEC.

News

Stay updated on Glassman Wealth Services with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email