Gradient Capital Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Gradient Capital Advisors, LLC

  • $358 Million
  • Q3 2025

A detailed history of Gradient Capital Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Gradient Capital Advisors, LLC holds 279,777 shares of SCHX stock, worth $7.43 Million. This represents 2.06% of its overall portfolio holdings.

Number of Shares
279,777
Previous 282,450 0.95%
Holding current value
$7.43 Million
Previous $6.9 Million 6.75%
% of portfolio
2.06%
Previous 2.1%

Shares

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

Oct 24, 2025
SELL
$24.46 - $26.5 $65,381 - $70,834
-2,673 Reduced 0.95%
279,777 $7.37 Million
Q2 2025

Jul 16, 2025
BUY
$19.6 - $24.44 $114,072 - $142,240
5,820 Added 2.1%
282,450 $6.9 Million
Q1 2025

May 02, 2025
SELL
$21.75 - $24.28 $149,161 - $166,512
-6,858 Reduced 2.42%
276,630 $6.11 Million
Q4 2024

Jan 29, 2025
BUY
$22.4 - $68.28 $4.18 Million - $12.7 Million
186,725 Added 192.97%
283,488 $6.57 Million
Q3 2024

Oct 16, 2024
SELL
$61.11 - $67.85 $290,028 - $322,016
-4,746 Reduced 4.68%
96,763 $6.57 Million
Q2 2024

Jul 19, 2024
SELL
$58.7 - $64.78 $150,976 - $166,614
-2,572 Reduced 2.47%
101,509 $6.52 Million
Q1 2024

Apr 17, 2024
SELL
$55.41 - $62.08 $375,624 - $420,840
-6,779 Reduced 6.11%
104,081 $6.46 Million
Q4 2023

Jan 31, 2024
SELL
$48.47 - $56.6 $222,913 - $260,303
-4,599 Reduced 3.98%
110,860 $6.25 Million
Q3 2023

Oct 24, 2023
SELL
$50.36 - $54.21 $231,202 - $248,878
-4,591 Reduced 3.82%
115,459 $5.84 Million
Q2 2023

Jul 18, 2023
SELL
$47.67 - $52.37 $25,217 - $27,703
-529 Reduced 0.44%
120,050 $6.29 Million
Q1 2023

Apr 17, 2023
SELL
$44.78 - $49.41 $182,254 - $201,098
-4,070 Reduced 3.27%
120,579 $5.83 Million
Q4 2022

Feb 03, 2023
BUY
$42.25 - $48.16 $302,214 - $344,488
7,153 Added 6.09%
124,649 $5.63 Million
Q3 2022

Nov 04, 2022
BUY
$42.35 - $51.01 $858,773 - $1.03 Million
20,278 Added 20.86%
117,496 $4.98 Million
Q2 2022

Jul 18, 2022
BUY
$43.35 - $54.51 $118,648 - $149,193
2,737 Added 2.9%
97,218 $4.34 Million
Q1 2022

Apr 29, 2022
BUY
$49.51 - $57.27 $2.38 Million - $2.76 Million
48,140 Added 103.88%
94,481 $5.09 Million
Q4 2021

Jan 31, 2022
SELL
$51.9 - $57.29 $67,521 - $74,534
-1,301 Reduced 2.73%
46,341 $5.28 Million
Q3 2021

Nov 02, 2021
SELL
$51.52 - $54.94 $52,189 - $55,654
-1,013 Reduced 2.08%
47,642 $4.96 Million
Q2 2021

Aug 02, 2021
SELL
$48.62 - $52.01 $51,634 - $55,234
-1,062 Reduced 2.14%
48,655 $5.06 Million
Q1 2021

Apr 21, 2021
SELL
$44.9 - $48.34 $55,720 - $59,989
-1,241 Reduced 2.44%
49,717 $4.77 Million
Q4 2020

Jan 20, 2021
SELL
$39.35 - $45.48 $138,079 - $159,589
-3,509 Reduced 6.44%
50,958 $4.64 Million
Q3 2020

Oct 21, 2020
SELL
$37.26 - $43.03 $388,211 - $448,329
-10,419 Reduced 16.06%
54,467 $4.39 Million
Q2 2020

Jul 28, 2020
SELL
$29.25 - $38.76 $335,497 - $444,577
-11,470 Reduced 15.02%
64,886 $4.81 Million
Q1 2020

Apr 22, 2020
BUY
$26.61 - $40.52 $522,088 - $795,002
19,620 Added 34.58%
76,356 $4.68 Million
Q4 2019

Jan 16, 2020
SELL
$34.42 - $38.54 $149,313 - $167,186
-4,338 Reduced 7.1%
56,736 $4.36 Million
Q3 2019

Oct 22, 2019
SELL
$35.28 - $36.01 $284,427 - $290,312
-8,062 Reduced 11.66%
61,074 $4.33 Million
Q2 2019

Jul 16, 2019
SELL
N/A
-7,951 Reduced 10.31%
69,136 $4.85 Million
Q1 2019

Apr 16, 2019
SELL
N/A
-6,542 Reduced 7.82%
77,087 $5.21 Million
Q4 2018

Jan 30, 2019
BUY
N/A
26,679 Added 46.85%
83,629 $4.99 Million
Q3 2018

Nov 06, 2018
SELL
N/A
-6,090 Reduced 9.66%
56,950 $3.96 Million
Q2 2018

Jul 26, 2018
SELL
N/A
-6,204 Reduced 8.96%
63,040 $4.1 Million
Q1 2018

Apr 20, 2018
BUY
N/A
17,820 Added 34.65%
69,244 $4.37 Million
Q4 2017

Feb 12, 2018
BUY
N/A
51,424
51,424 $3.28 Million

Others Institutions Holding SCHX

# of Institutions
1,631
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
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