Long View Wealth Management Schwab Strategic Tr Us Large C Transaction History

Long View Wealth Management

$330 Billion
Q2 2025

A detailed history of Long View Wealth Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Long View Wealth Management holds 432,508 shares of SCHX stock, worth $11.5 Million. This represents 3.2% of its overall portfolio holdings.

Number of Shares

432,508

Previous 418,981 3.23%

Holding current value

$11.5 Million

Previous $9.25 Billion 14.26%

% of portfolio

3.2%

Previous 2.77%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 11, 2025	BUY	$19.6 - $24.44 $265,129 - $330,599	13,527 Added 3.23%	432,508 $10.6 Billion
Q1 2025 Apr 21, 2025	BUY	$21.75 - $24.28 $552,276 - $616,517	25,392 Added 6.45%	418,981 $9.25 Billion
Q4 2024 Jan 15, 2025	BUY	$22.4 - $68.28 $5.96 Million - $18.2 Million	265,922 Added 208.29%	393,589 $9.12 Billion
Q3 2024 Oct 09, 2024	BUY	$61.11 - $67.85 $1.34 Million - $1.48 Million	21,877 Added 20.68%	127,667 $8.66 Billion
Q2 2024 Jul 22, 2024	BUY	$58.7 - $64.78 $890,126 - $982,323	15,164 Added 16.73%	105,790 $6.8 Billion
Q1 2024 Apr 16, 2024	BUY	$55.41 - $62.08 $642,645 - $720,003	11,598 Added 14.68%	90,626 $5.62 Billion
Q4 2023 Jan 10, 2024	BUY	$48.47 - $56.6 $3.83 Million - $4.47 Million	79,028 New	79,028 $4.44 Billion

Others Institutions Holding SCHX

# of Institutions

1,567

Shares Held

1.13B

Call Options Held

68.6K

Put Options Held

200

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About SCHWAB STRATEGIC TR US LARGE-C

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Long View Wealth Management Schwab Strategic Tr Us Large C Transaction History