Mindset Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History

Mindset Wealth Management, LLC

  • $367 Billion
  • Q3 2025

A detailed history of Mindset Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Mindset Wealth Management, LLC holds 13,439 shares of SCHX stock, worth $356,671. This represents 0.1% of its overall portfolio holdings.

Number of Shares
13,439
Previous 10,685 25.77%
Holding current value
$356,671
Previous $261 Million 35.55%
% of portfolio
0.1%
Previous 0.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$24.46 - $26.5 $67,362 - $72,981
2,754 Added 25.77%
13,439 $354 Million
Q2 2025

Aug 11, 2025
BUY
$19.6 - $24.44 $274 - $342
14 Added 0.13%
10,685 $261 Million
Q1 2025

May 15, 2025
BUY
$21.75 - $24.28 $232,094 - $259,091
10,671 New
10,671 $236 Million

Others Institutions Holding SCHX

# of Institutions
1,630
Shares Held
1.14B
Call Options Held
64.2K
Put Options Held
12K
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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