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

Long View Wealth Management

$333 Billion
Q1 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 418,981 shares of SCHX stock, worth $9.76 Million. This represents 2.77% of its overall portfolio holdings.

Number of Shares

418,981

Previous 393,589 6.45%

Holding current value

$9.76 Million

Previous $9.12 Billion 1.4%

% of portfolio

2.77%

Previous 2.78%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,500

Shares Held

1.15B

Call Options Held

53.9K

Put Options Held

5.49K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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