Gw Henssler & Associates LTD Schwab Strategic Tr Us Large C Transaction History

Gw Henssler & Associates LTD

  • $1.8 Billion
  • Q2 2025

A detailed history of Gw Henssler & Associates LTD transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Gw Henssler & Associates LTD holds 120,311 shares of SCHX stock, worth $3.03 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
120,311
Previous 122,437 1.74%
Holding current value
$3.03 Million
Previous $2.7 Million 8.77%
% of portfolio
0.16%
Previous 0.16%

Shares

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

Jul 25, 2025
SELL
$19.6 - $24.44 $41,669 - $51,959
-2,126 Reduced 1.74%
120,311 $2.94 Million
Q1 2025

May 15, 2025
BUY
$21.75 - $24.28 $1.76 Million - $1.97 Million
80,972 Added 195.28%
122,437 $2.7 Million
Q1 2025

May 14, 2025
SELL
$21.75 - $24.28 $8,417 - $9,396
-387 Reduced 0.92%
41,465 $915,000
Q4 2024

Jan 24, 2025
SELL
$22.4 - $68.28 $19,577 - $59,676
-874 Reduced 2.05%
41,852 $970,000
Q3 2024

Oct 25, 2024
SELL
$61.11 - $67.85 $205,146 - $227,772
-3,357 Reduced 7.28%
42,726 $2.9 Million
Q2 2024

Aug 01, 2024
SELL
$58.7 - $64.78 $15,085 - $16,648
-257 Reduced 0.55%
46,083 $2.96 Million
Q1 2024

May 07, 2024
SELL
$55.41 - $62.08 $39,285 - $44,014
-709 Reduced 1.51%
46,340 $2.88 Million
Q4 2023

Jan 26, 2024
BUY
$48.47 - $56.6 $12,214 - $14,263
252 Added 0.54%
47,049 $2.65 Million
Q3 2023

Oct 24, 2023
SELL
$50.36 - $54.21 $98,604 - $106,143
-1,958 Reduced 4.02%
46,797 $2.37 Million
Q2 2023

Aug 02, 2023
SELL
$47.67 - $52.37 $70,456 - $77,402
-1,478 Reduced 2.94%
48,755 $2.55 Million
Q1 2023

Apr 26, 2023
SELL
$44.78 - $49.41 $46,123 - $50,892
-1,030 Reduced 2.01%
50,233 $2.43 Million
Q4 2022

Feb 03, 2023
SELL
$42.25 - $48.16 $4,478 - $5,104
-106 Reduced 0.21%
51,263 $2.31 Million
Q3 2022

Nov 04, 2022
SELL
$42.35 - $51.01 $142,888 - $172,107
-3,374 Reduced 6.16%
51,369 $2.18 Million
Q2 2022

Aug 04, 2022
BUY
$43.35 - $54.51 $73,304 - $92,176
1,691 Added 3.19%
54,743 $2.45 Million
Q1 2022

May 09, 2022
BUY
$49.51 - $57.27 $1.25 Million - $1.45 Million
25,305 Added 91.2%
53,052 $2.86 Million
Q4 2021

Jan 28, 2022
BUY
$51.9 - $57.29 $4,100 - $4,525
79 Added 0.29%
27,747 $3.16 Million
Q3 2021

Nov 02, 2021
SELL
$51.52 - $54.94 $94,693 - $100,979
-1,838 Reduced 6.23%
27,668 $2.88 Million
Q2 2021

Aug 09, 2021
BUY
$48.62 - $52.01 $7,633 - $8,165
157 Added 0.53%
29,506 $3.07 Million
Q1 2021

Apr 28, 2021
SELL
$44.9 - $48.34 $89,351 - $96,196
-1,990 Reduced 6.35%
29,349 $2.82 Million
Q4 2020

Feb 02, 2021
SELL
$39.35 - $45.48 $70,121 - $81,045
-1,782 Reduced 5.38%
31,339 $2.85 Million
Q3 2020

Oct 22, 2020
SELL
$37.26 - $43.03 $201,092 - $232,232
-5,397 Reduced 14.01%
33,121 $2.67 Million
Q2 2020

Jul 21, 2020
SELL
$29.25 - $38.76 $431,232 - $571,438
-14,743 Reduced 27.68%
38,518 $2.85 Million
Q1 2020

Apr 27, 2020
SELL
$26.61 - $40.52 $96,115 - $146,358
-3,612 Reduced 6.35%
53,261 $3.26 Million
Q4 2019

Feb 24, 2020
SELL
$34.42 - $38.54 $156,301 - $175,010
-4,541 Reduced 7.39%
56,873 $4.37 Million
Q3 2019

Nov 18, 2019
BUY
$35.28 - $36.01 $194,216 - $198,235
5,505 Added 9.85%
61,414 $4.36 Million
Q2 2019

Aug 05, 2019
BUY
N/A
3,599 Added 6.88%
55,909 $3.92 Million
Q1 2019

May 15, 2019
SELL
N/A
-5,405 Reduced 9.36%
52,310 $3.54 Million
Q4 2018

Jan 22, 2019
BUY
N/A
7,582 Added 15.12%
57,715 $3.45 Million
Q3 2018

Oct 23, 2018
BUY
N/A
1,981 Added 4.11%
50,133 $3.49 Million
Q2 2018

Aug 06, 2018
BUY
N/A
3,184 Added 7.08%
48,152 $3.13 Million
Q1 2018

May 04, 2018
BUY
N/A
4,453 Added 10.99%
44,968 $2.84 Million
Q4 2017

Feb 06, 2018
BUY
N/A
1,681 Added 4.33%
40,515 $2.58 Million
Q3 2017

Nov 03, 2017
BUY
N/A
38,834
38,834 $2.33 Million

Others Institutions Holding SCHX

# of Institutions
1,534
Shares Held
1.13B
Call Options Held
53.9K
Put Options Held
5.49K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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