Hcr Wealth Advisors Schwab Strategic Tr Us Large C Transaction History

Hcr Wealth Advisors

  • $835 Million
  • Q2 2025

A detailed history of Hcr Wealth Advisors transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Hcr Wealth Advisors holds 13,521 shares of SCHX stock, worth $340,864. This represents 0.04% of its overall portfolio holdings.

Number of Shares
13,521
Holding current value
$340,864
% of portfolio
0.04%

Shares

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

Jul 17, 2025
BUY
$19.6 - $24.44 $265,011 - $330,453
13,521 New
13,521 $330,000
Q1 2021

May 13, 2021
SELL
$44.9 - $48.34 $41,577 - $44,762
-926 Closed
0 $0
Q4 2020

Feb 04, 2021
BUY
$39.35 - $45.48 $3,580 - $4,138
91 Added 10.9%
926 $84,000
Q2 2020

Jul 30, 2020
SELL
$29.25 - $38.76 $9,974 - $13,217
-341 Reduced 29.0%
835 $62,000
Q1 2020

May 08, 2020
BUY
$26.61 - $40.52 $372 - $567
14 Added 1.2%
1,176 $72,000
Q4 2019

Feb 07, 2020
BUY
$34.42 - $38.54 $39,996 - $44,783
1,162 New
1,162 $89,000

Others Institutions Holding SCHX

# of Institutions
1,536
Shares Held
1.13B
Call Options Held
53.9K
Put Options Held
5.4K
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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