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

Modern Wealth Management, LLC

  • $5.05 Trillion
  • Q3 2025

A detailed history of Modern Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Modern Wealth Management, LLC holds 1,815,186 shares of SCHX stock, worth $48.2 Million. This represents 0.95% of its overall portfolio holdings.

Number of Shares
1,815,186
Previous 55,354 3179.23%
Holding current value
$48.2 Million
Previous $1.35 Million 3536289.57%
% of portfolio
0.95%
Previous 0.0%

Shares

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

Nov 12, 2025
BUY
$24.46 - $26.5 $43 Million - $46.6 Million
1,759,832 Added 3179.23%
1,815,186 $47.8 Billion
Q2 2025

Aug 14, 2025
SELL
$19.6 - $24.44 $29,909 - $37,295
-1,526 Reduced 2.68%
55,354 $1.35 Million
Q1 2025

May 30, 2025
BUY
$21.75 - $24.28 $41,107 - $45,889
1,890 Added 3.44%
56,880 $1.26 Million
Q1 2025

May 15, 2025
BUY
$21.75 - $24.28 $1.2 Million - $1.34 Million
54,990 New
54,990 $1.21 Billion

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
Track This Portfolio

Track Modern Wealth Management, LLC Portfolio

Follow Modern 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 Modern Wealth Management, LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email