Martel Wealth Advisors Inc Schwab Strategic Tr Us Large C Transaction History

Martel Wealth Advisors Inc

$539 Billion
Q2 2025

A detailed history of Martel Wealth Advisors Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Martel Wealth Advisors Inc holds 20,071 shares of SCHX stock, worth $522,849. This represents 0.09% of its overall portfolio holdings.

Number of Shares

20,071

Previous 20,020 0.25%

Holding current value

$522,849

Previous $442 Million 10.97%

% of portfolio

0.09%

Previous 0.09%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	BUY	$19.6 - $24.44 $999 - $1,246	51 Added 0.25%	20,071 $491 Million
Q1 2025 Apr 16, 2025	BUY	$21.75 - $24.28 $152 - $169	7 Added 0.03%	20,020 $442 Million
Q4 2024 Jan 16, 2025	BUY	$22.4 - $68.28 $287,571 - $876,578	12,838 Added 178.93%	20,013 $464 Million
Q3 2024 Oct 09, 2024	SELL	$61.11 - $67.85 $30,616 - $33,992	-501 Reduced 6.53%	7,175 $486 Million
Q2 2024 Oct 09, 2024	SELL	$58.7 - $64.78 $348,736 - $384,857	-5,941 Reduced 43.63%	7,676 $493 Million
Q1 2024 Oct 09, 2024	SELL	$55.41 - $62.08 $6,482 - $7,263	-117 Reduced 0.85%	13,617 $845 Million
Q4 2023 Oct 09, 2024	SELL	$48.47 - $56.6 $145,264 - $169,630	-2,997 Reduced 17.91%	13,734 $775 Million
Q3 2023 Oct 09, 2024	BUY	$50.36 - $54.21 $302 - $325	6 Added 0.04%	16,731 $847 Million
Q2 2023 Oct 09, 2024	SELL	$47.67 - $52.37 $440,470 - $483,898	-9,240 Reduced 35.59%	16,725 $876 Million
Q1 2023 Oct 09, 2024	SELL	$44.78 - $49.41 $1.88 Million - $2.08 Million	-42,039 Reduced 61.82%	25,965 $1.26 Billion
Q4 2022 Oct 09, 2024	SELL	$42.25 - $48.16 $8.63 Million - $9.83 Million	-204,187 Reduced 75.02%	68,004 $3.07 Billion
Q3 2022 Oct 09, 2024	SELL	$42.35 - $51.01 $3.17 Million - $3.82 Million	-74,802 Reduced 21.56%	272,191 $11.5 Billion
Q2 2022 Oct 09, 2024	SELL	$43.35 - $54.51 $2.07 Million - $2.6 Million	-47,660 Reduced 12.08%	346,993 $15.5 Billion
Q1 2022 Oct 09, 2024	BUY	$49.51 - $57.27 $9.54 Million - $11 Million	192,785 Added 95.5%	394,653 $21.3 Billion
Q4 2021 Oct 09, 2024	SELL	$51.9 - $57.29 $319,029 - $352,161	-6,147 Reduced 2.96%	201,868 $23 Billion
Q3 2021 Oct 09, 2024	SELL	$51.52 - $54.94 $418,393 - $446,167	-8,121 Reduced 3.76%	208,015 $21.6 Billion
Q2 2021 Oct 09, 2024	SELL	$48.62 - $52.01 $309,417 - $330,991	-6,364 Reduced 2.86%	216,136 $22.5 Billion
Q1 2021 Oct 09, 2024	SELL	$44.9 - $48.34 $212,646 - $228,938	-4,736 Reduced 2.08%	222,500 $21.4 Billion
Q4 2020 Oct 09, 2024	BUY	$39.35 - $45.48 $8.94 Million - $10.3 Million	227,236 New	227,236 $20.7 Billion
Q3 2020 Oct 18, 2024	SELL	$37.26 - $43.03 $478,418 - $552,505	-12,840 Reduced 4.44%	276,045 $22.3 Billion
Q2 2020 Oct 18, 2024	SELL	$29.25 - $38.76 $128,817 - $170,699	-4,404 Reduced 1.5%	288,885 $21.4 Billion
Q1 2020 Oct 18, 2024	BUY	$26.61 - $40.52 $473,232 - $720,607	17,784 Added 6.46%	293,289 $18 Billion
Q4 2019 Oct 18, 2024	SELL	$34.42 - $38.54 $727,914 - $815,043	-21,148 Reduced 7.13%	275,505 $21.2 Billion
Q3 2019 Oct 18, 2024	BUY	$35.28 - $36.01 $113,142 - $115,484	3,207 Added 1.09%	296,653 $21 Billion
Q2 2019 Oct 18, 2024	BUY	N/A	54,742 Added 22.93%	293,446 $20.6 Billion
Q1 2019 Oct 18, 2024	SELL	N/A	-29,945 Reduced 11.15%	238,704 $16.1 Billion
Q4 2018 Oct 18, 2024	BUY	N/A	15,809 Added 6.25%	268,649 $16 Billion
Q3 2018 Oct 18, 2024	BUY	N/A	245,665 Added 3423.9%	252,840 $17.6 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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Martel Wealth Advisors Inc Schwab Strategic Tr Us Large C Transaction History