J.W. Cole Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History

J.W. Cole Advisors, Inc.

$4.58 Billion
Q2 2025

A detailed history of J.W. Cole Advisors, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 155,532 shares of SCHX stock, worth $4.07 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

155,532

Previous 25,632 506.79%

Holding current value

$4.07 Million

Previous $565,000 572.74%

% of portfolio

0.08%

Previous 0.02%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	BUY	$19.6 - $24.44 $2.55 Million - $3.17 Million	129,900 Added 506.79%	155,532 $3.8 Million
Q1 2025 May 05, 2025	SELL	$21.75 - $24.28 $941,688 - $1.05 Million	-43,296 Reduced 62.81%	25,632 $565,000
Q4 2024 Jan 30, 2025	BUY	$22.4 - $68.28 $1.07 Million - $3.25 Million	47,550 Added 222.42%	68,928 $1.6 Million
Q3 2024 Oct 24, 2024	SELL	$61.11 - $67.85 $81,031 - $89,969	-1,326 Reduced 5.84%	21,378 $1.45 Million
Q2 2024 Aug 08, 2024	BUY	$58.7 - $64.78 $324,258 - $357,844	5,524 Added 32.15%	22,704 $1.46 Million
Q1 2024 Apr 30, 2024	BUY	$55.41 - $62.08 $249,843 - $279,918	4,509 Added 35.59%	17,180 $1.07 Million
Q4 2023 Jan 31, 2024	BUY	$48.47 - $56.6 $103,871 - $121,293	2,143 Added 20.36%	12,671 $714,000
Q3 2023 Oct 24, 2023	BUY	$50.36 - $54.21 $161,756 - $174,122	3,212 Added 43.9%	10,528 $532,000
Q2 2023 Jul 27, 2023	BUY	$47.67 - $52.37 $667 - $733	14 Added 0.19%	7,316 $383,000
Q1 2023 May 03, 2023	SELL	$44.78 - $49.41 $8,105 - $8,943	-181 Reduced 2.42%	7,302 $353,000
Q4 2022 Feb 14, 2023	BUY	$42.25 - $48.16 $55,178 - $62,896	1,306 Added 21.14%	7,483 $337,000
Q3 2022 Oct 31, 2022	BUY	$42.35 - $51.01 $17,448 - $21,016	412 Added 7.15%	6,177 $262,000
Q2 2022 Jul 27, 2022	SELL	$43.35 - $54.51 $22,888 - $28,781	-528 Reduced 8.39%	5,765 $257,000
Q1 2022 Jun 10, 2022	SELL	$49.51 - $57.27 $10.4 Million - $12.1 Million	-210,773 Reduced 97.1%	6,293 $339,000
Q1 2022 May 16, 2022	BUY	$49.51 - $57.27 $10.7 Million - $12.4 Million	217,066 New	217,066 $128,000

Others Institutions Holding SCHX

# of Institutions

1,590

Shares Held

1.14B

Call Options Held

68.6K

Put Options Held

200

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J.W. Cole Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History