Independent Advisor Alliance Schwab Strategic Tr Us Large C Transaction History

Independent Advisor Alliance

$3.36 Billion
Q2 2025

A detailed history of Independent Advisor Alliance transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Independent Advisor Alliance holds 34,917 shares of SCHX stock, worth $924,602. This represents 0.03% of its overall portfolio holdings.

Number of Shares

34,917

Previous 26,695 30.8%

Holding current value

$924,602

Previous $589,000 44.82%

% of portfolio

0.03%

Previous 0.02%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	BUY	$19.6 - $24.44 $161,151 - $200,945	8,222 Added 30.8%	34,917 $853,000
Q1 2025 May 12, 2025	SELL	$21.75 - $24.28 $86,369 - $96,415	-3,971 Reduced 12.95%	26,695 $589,000
Q4 2024 Feb 07, 2025	BUY	$22.4 - $68.28 $588,022 - $1.79 Million	26,251 Added 594.59%	30,666 $710,000
Q3 2024 Nov 12, 2024	BUY	$61.11 - $67.85 $38,743 - $43,016	634 Added 16.77%	4,415 $299,000
Q2 2024 Aug 12, 2024	SELL	$58.7 - $64.78 $57,584 - $63,549	-981 Reduced 20.6%	3,781 $242,000
Q3 2023 Oct 24, 2023	SELL	$50.36 - $54.21 $84,906 - $91,398	-1,686 Reduced 26.15%	4,762 $240,000
Q2 2023 Jul 28, 2023	SELL	$47.67 - $52.37 $7,817 - $8,588	-164 Reduced 2.48%	6,448 $337,000
Q1 2023 May 12, 2023	SELL	$44.78 - $49.41 $4,791 - $5,286	-107 Reduced 1.59%	6,612 $319,000
Q4 2022 Feb 13, 2023	SELL	$42.25 - $48.16 $65,107 - $74,214	-1,541 Reduced 18.66%	6,719 $303,000
Q3 2022 Nov 04, 2022	BUY	$42.35 - $51.01 $64,499 - $77,688	1,523 Added 22.61%	8,260 $350,000
Q2 2022 Aug 04, 2022	SELL	$43.35 - $54.51 $18,337 - $23,057	-423 Reduced 5.91%	6,737 $301,000
Q1 2022 May 06, 2022	BUY	$49.51 - $57.27 $174,522 - $201,876	3,525 Added 96.97%	7,160 $386,000
Q4 2021 Feb 11, 2022	BUY	$51.9 - $57.29 $69,961 - $77,226	1,348 Added 58.94%	3,635 $414,000
Q3 2021 Nov 01, 2021	BUY	$51.52 - $54.94 $3,967 - $4,230	77 Added 3.48%	2,287 $238,000
Q2 2021 Aug 12, 2021	SELL	$48.62 - $52.01 $55,475 - $59,343	-1,141 Reduced 34.05%	2,210 $230,000
Q1 2021 May 14, 2021	SELL	$44.9 - $48.34 $6,016 - $6,477	-134 Reduced 3.85%	3,351 $322,000
Q4 2020 Feb 11, 2021	SELL	$39.35 - $45.48 $20,107 - $23,240	-511 Reduced 12.79%	3,485 $317,000
Q3 2020 Nov 04, 2020	SELL	$37.26 - $43.03 $37,781 - $43,632	-1,014 Reduced 20.24%	3,996 $318,000
Q2 2020 Aug 06, 2020	SELL	$29.25 - $38.76 $44,606 - $59,109	-1,525 Reduced 23.34%	5,010 $397,000
Q1 2020 May 14, 2020	SELL	$26.61 - $40.52 $189,968 - $289,272	-7,139 Reduced 52.21%	6,535 $400,000
Q4 2019 Feb 07, 2020	BUY	$34.42 - $38.54 $247,514 - $277,141	7,191 Added 110.92%	13,674 $1.05 Million
Q3 2019 Nov 12, 2019	SELL	$35.28 - $36.01 $187,089 - $190,961	-5,303 Reduced 44.99%	6,483 $477,000
Q2 2019 Aug 12, 2019	SELL	N/A	-656 Reduced 5.27%	11,786 $1,000
Q1 2019 May 07, 2019	SELL	N/A	-1,393 Reduced 10.07%	12,442 $841,000
Q4 2018 Feb 12, 2019	BUY	N/A	13,835 New	13,835 $895,000

Others Institutions Holding SCHX

# of Institutions

1,567

Shares Held

1.13B

Call Options Held

68.6K

Put Options Held

200

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
Sector ETFs
Industry ETFs

More about SCHX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Independent Advisor Alliance, based on Form 13F filings with the SEC.

News

Stay updated on Independent Advisor Alliance with notifications on news.

Account

Independent Advisor Alliance Schwab Strategic Tr Us Large C Transaction History