Investment Planning Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History

Investment Planning Advisors, Inc.

  • $203 Million
  • Q2 2025

A detailed history of Investment Planning Advisors, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 30,529 shares of SCHX stock, worth $813,903. This represents 0.37% of its overall portfolio holdings.

Number of Shares
30,529
Previous 11,190 172.82%
Holding current value
$813,903
Previous $247,000 202.02%
% of portfolio
0.37%
Previous 0.12%

Shares

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

Jul 21, 2025
BUY
$19.6 - $24.44 $379,044 - $472,645
19,339 Added 172.82%
30,529 $746,000
Q1 2025

Apr 22, 2025
BUY
$21.75 - $24.28 $10,048 - $11,217
462 Added 4.31%
11,190 $247,000
Q4 2024

Jan 22, 2025
BUY
$22.4 - $68.28 $240,307 - $732,507
10,728 New
10,728 $248,000

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

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
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