Jfs Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Jfs Wealth Advisors, LLC

$1.56 Billion
Q2 2025

A detailed history of Jfs Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 73,022 shares of SCHX stock, worth $1.92 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

73,022

Previous 71,175 2.6%

Holding current value

$1.92 Million

Previous $1.57 Million 13.56%

% of portfolio

0.11%

Previous 0.11%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	BUY	$19.6 - $24.44 $36,201 - $45,140	1,847 Added 2.6%	73,022 $1.78 Million
Q1 2025 Apr 22, 2025	BUY	$21.75 - $24.28 $9,374 - $10,464	431 Added 0.61%	71,175 $1.57 Million
Q4 2024 Jan 30, 2025	BUY	$22.4 - $68.28 $995,881 - $3.04 Million	44,459 Added 169.14%	70,744 $1.64 Million
Q3 2024 Oct 25, 2024	SELL	$61.11 - $67.85 $42,043 - $46,680	-688 Reduced 2.55%	26,285 $1.78 Million
Q2 2024 Jul 15, 2024	BUY	$58.7 - $64.78 $20,016 - $22,089	341 Added 1.28%	26,973 $1.73 Million
Q1 2024 Apr 30, 2024	BUY	$55.41 - $62.08 $58,956 - $66,053	1,064 Added 4.16%	26,632 $1.65 Million
Q4 2023 Feb 07, 2024	SELL	$48.47 - $56.6 $15,655 - $18,281	-323 Reduced 1.25%	25,568 $1.44 Million
Q3 2023 Nov 02, 2023	SELL	$50.36 - $54.21 $108,173 - $116,443	-2,148 Reduced 7.66%	25,891 $1.31 Million
Q2 2023 Aug 07, 2023	BUY	$47.67 - $52.37 $17,828 - $19,586	374 Added 1.35%	28,039 $1.47 Million
Q1 2023 Apr 19, 2023	SELL	$44.78 - $49.41 $22,793 - $25,149	-509 Reduced 1.81%	27,665 $1.34 Million
Q4 2022 Feb 13, 2023	SELL	$42.25 - $48.16 $8,323 - $9,487	-197 Reduced 0.69%	28,174 $1.27 Million
Q3 2022 Oct 21, 2022	BUY	$42.35 - $51.01 $36,886 - $44,429	871 Added 3.17%	28,371 $1.2 Million
Q2 2022 Aug 02, 2022	SELL	$43.35 - $54.51 $57,482 - $72,280	-1,326 Reduced 4.6%	27,500 $1.23 Million
Q1 2022 May 02, 2022	BUY	$49.51 - $57.27 $700,318 - $810,084	14,145 Added 96.35%	28,826 $1.55 Million
Q4 2021 Feb 03, 2022	SELL	$51.9 - $57.29 $4,774 - $5,270	-92 Reduced 0.62%	14,681 $1.67 Million
Q3 2021 Nov 09, 2021	SELL	$51.52 - $54.94 $166,203 - $177,236	-3,226 Reduced 17.92%	14,773 $1.54 Million
Q2 2021 Aug 04, 2021	BUY	$48.62 - $52.01 $65,880 - $70,473	1,355 Added 8.14%	17,999 $1.87 Million
Q1 2021 Apr 28, 2021	BUY	$44.9 - $48.34 $15,715 - $16,919	350 Added 2.15%	16,644 $1.6 Million
Q4 2020 Feb 01, 2021	SELL	$39.35 - $45.48 $164,364 - $189,969	-4,177 Reduced 20.4%	16,294 $1.48 Million
Q3 2020 Oct 28, 2020	SELL	$37.26 - $43.03 $140,731 - $162,524	-3,777 Reduced 15.58%	20,471 $1.65 Million
Q2 2020 Aug 05, 2020	SELL	$29.25 - $38.76 $63,326 - $83,915	-2,165 Reduced 8.2%	24,248 $1.8 Million
Q1 2020 Apr 29, 2020	SELL	$26.61 - $40.52 $19,531 - $29,741	-734 Reduced 2.7%	26,413 $1.62 Million
Q4 2019 Feb 03, 2020	BUY	$34.42 - $38.54 $47,052 - $52,684	1,367 Added 5.3%	27,147 $2.09 Million
Q3 2019 Oct 31, 2019	SELL	$35.28 - $36.01 $31,399 - $32,048	-890 Reduced 3.34%	25,780 $1.83 Million
Q2 2019 Aug 06, 2019	SELL	N/A	-1,258 Reduced 4.5%	26,670 $1.87 Million
Q1 2019 Apr 23, 2019	BUY	N/A	2,819 Added 11.23%	27,928 $1.89 Million
Q4 2018 Jan 28, 2019	BUY	N/A	139 Added 0.56%	25,109 $1.5 Million
Q3 2018 Nov 09, 2018	BUY	N/A	2,053 Added 8.96%	24,970 $1.74 Million
Q2 2018 Jul 26, 2018	BUY	N/A	6,371 Added 38.5%	22,917 $1.49 Million
Q1 2018 Apr 26, 2018	BUY	N/A	4,586 Added 38.34%	16,546 $1.04 Million
Q4 2017 Jan 31, 2018	BUY	N/A	6,568 Added 121.81%	11,960 $763,000
Q3 2017 Oct 20, 2017	BUY	N/A	5,392	5,392 $324,000

Others Institutions Holding SCHX

# of Institutions

1,565

Shares Held

1.14B

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 Jfs Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jfs Wealth Advisors, LLC with notifications on news.

Account

Jfs Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History