Mba Advisors LLC Schwab Strategic Tr Us Large C Transaction History

Mba Advisors LLC

$231 Million
Q3 2025

A detailed history of Mba Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Mba Advisors LLC holds 395,779 shares of SCHX stock, worth $10.5 Million. This represents 4.5% of its overall portfolio holdings.

Number of Shares

395,779

Previous 399,692 0.98%

Holding current value

$10.5 Million

Previous $9.77 Million 6.72%

% of portfolio

4.5%

Previous 4.56%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	SELL	$24.46 - $26.5 $95,711 - $103,694	-3,913 Reduced 0.98%	395,779 $10.4 Million
Q2 2025 Jul 17, 2025	BUY	$19.6 - $24.44 $289,178 - $360,587	14,754 Added 3.83%	399,692 $9.77 Million
Q1 2025 Apr 28, 2025	BUY	$21.75 - $24.28 $77,517 - $86,533	3,564 Added 0.93%	384,938 $8.5 Million
Q4 2024 Jan 28, 2025	BUY	$22.4 - $68.28 $5.75 Million - $17.5 Million	256,523 Added 205.46%	381,374 $8.84 Million
Q3 2024 Oct 24, 2024	SELL	$61.11 - $67.85 $3,849 - $4,274	-63 Reduced 0.05%	124,851 $8.47 Million

Q2 2024 Jul 30, 2024	SELL	$58.7 - $64.78 $103,957 - $114,725	-1,771 Reduced 1.4%	124,914 $8.03 Million
Q1 2024 Apr 26, 2024	SELL	$55.41 - $62.08 $85,996 - $96,348	-1,552 Reduced 1.21%	126,685 $7.86 Million
Q4 2023 Jan 19, 2024	BUY	$48.47 - $56.6 $470,498 - $549,416	9,707 Added 8.19%	128,237 $7.23 Million
Q3 2023 Oct 19, 2023	BUY	$50.36 - $54.21 $363,800 - $391,613	7,224 Added 6.49%	118,530 $6 Million
Q2 2023 Jul 21, 2023	BUY	$47.67 - $52.37 $205,648 - $225,924	4,314 Added 4.03%	111,306 $5.83 Million
Q1 2023 Apr 20, 2023	BUY	$44.78 - $49.41 $188,613 - $208,114	4,212 Added 4.1%	106,992 $5.18 Million
Q4 2022 Jan 25, 2023	BUY	$42.25 - $48.16 $118,807 - $135,425	2,812 Added 2.81%	102,780 $0
Q3 2022 Oct 31, 2022	BUY	$42.35 - $51.01 $137,722 - $165,884	3,252 Added 3.36%	99,968 $4.23 Million
Q2 2022 Aug 08, 2022	SELL	$43.35 - $54.51 $9,016 - $11,338	-208 Reduced 0.21%	96,716 $4.32 Million
Q1 2022 May 16, 2022	BUY	$49.51 - $57.27 $2.56 Million - $2.96 Million	51,610 Added 113.89%	96,924 $5.22 Million
Q4 2021 Feb 11, 2022	BUY	$51.9 - $57.29 $17,075 - $18,848	329 Added 0.73%	45,314 $5.16 Million
Q3 2021 Nov 16, 2021	BUY	$51.52 - $54.94 $75,064 - $80,047	1,457 Added 3.35%	44,985 $4.68 Million
Q2 2021 Aug 16, 2021	BUY	$48.62 - $52.01 $437 - $468	9 Added 0.02%	43,528 $4.53 Million
Q1 2021 May 18, 2021	BUY	$44.9 - $48.34 $1.95 Million - $2.1 Million	43,519 New	43,519 $4.18 Million

Others Institutions Holding SCHX

# of Institutions

1,631

Shares Held

1.14B

Call Options Held

64.2K

Put Options Held

12K

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

News

Stay updated on Mba Advisors LLC with notifications on news.

Account