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 10,671 shares of SCHX stock, worth $249,274. This represents 0.09% of its overall portfolio holdings.

Number of Shares
10,671
Holding current value
$249,274
% of portfolio
0.09%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
Track This Portfolio

Track Mindset Wealth Management, LLC Portfolio

Follow Mindset Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mindset Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mindset Wealth Management, LLC with notifications on news.