High Net Worth Advisory Group LLC Schwab Strategic Tr Us Large C Transaction History

High Net Worth Advisory Group LLC

  • $359 Million
  • Q2 2025

A detailed history of High Net Worth Advisory Group LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, High Net Worth Advisory Group LLC holds 10,195 shares of SCHX stock, worth $257,015. This represents 0.07% of its overall portfolio holdings.

Number of Shares
10,195
Previous 10,466 2.59%
Holding current value
$257,015
Previous $229,000 8.73%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Jul 10, 2025
SELL
$19.6 - $24.44 $5,311 - $6,623
-271 Reduced 2.59%
10,195 $249,000
Q1 2025

Apr 09, 2025
BUY
$21.75 - $24.28 $37,823 - $42,222
1,739 Added 19.93%
10,466 $229,000
Q4 2024

Jan 21, 2025
BUY
$22.4 - $68.28 $195,484 - $595,879
8,727 New
8,727 $202,000

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

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