Keyvantage Wealth, LLC Schwab Strategic Tr Us Large C Transaction History

Keyvantage Wealth, LLC

  • $206 Billion
  • Q1 2025

A detailed history of Keyvantage Wealth, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Keyvantage Wealth, LLC holds 531,224 shares of SCHX stock, worth $11.6 Million. This represents 5.71% of its overall portfolio holdings.

Number of Shares
531,224
Previous 623,295 14.77%
Holding current value
$11.6 Million
Previous $14.4 Billion 18.82%
% of portfolio
5.71%
Previous 10.33%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025
SELL
$21.75 - $24.28 $2 Million - $2.24 Million
-92,071 Reduced 14.77%
531,224 $11.7 Billion
Q4 2024

Feb 14, 2025
BUY
$22.4 - $68.28 $14 Million - $42.6 Million
623,295 New
623,295 $14.4 Billion

Others Institutions Holding SCHX

# of Institutions
1,491
Shares Held
1.09B
Call Options Held
71.4K
Put Options Held
4.2K
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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