A detailed history of Haven Private, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Haven Private, LLC holds 9,439 shares of SCHX stock, worth $250,511. This represents 0.11% of its overall portfolio holdings.

Number of Shares
9,439
Previous 9,369 0.75%
Holding current value
$250,511
Previous $229 Million 8.58%
% of portfolio
0.11%
Previous 0.1%

Shares

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

Nov 06, 2025

BUY
$24.46 - $26.5 $1,712 - $1,855
70 Added 0.75%
9,439 $249 Million
Q2 2025

Aug 04, 2025

SELL
$19.6 - $24.44 $3,567 - $4,448
-182 Reduced 1.91%
9,369 $229 Million
Q1 2025

May 09, 2025

BUY
$21.75 - $24.28 $3,697 - $4,127
170 Added 1.81%
9,551 $211 Million
Q4 2024

Feb 06, 2025

BUY
$22.4 - $68.28 $210,134 - $640,534
9,381 New
9,381 $217 Million

Others Institutions Holding SCHX

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
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