Newbridge Financial Services Group, Inc. Schwab Strategic Tr Us Large C Transaction History

Newbridge Financial Services Group, Inc.

$575 Million
Q2 2025

A detailed history of Newbridge Financial Services Group, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Newbridge Financial Services Group, Inc. holds 125 shares of SCHX stock, worth $3,270. This represents 0.0% of its overall portfolio holdings.

Number of Shares

125

Previous 778 83.93%

Holding current value

$3,270

Previous $17,000 82.35%

% of portfolio

0.0%

Previous 0.0%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 19, 2025	SELL	$19.6 - $24.44 $12,798 - $15,959	-653 Reduced 83.93%	125 $3,000
Q1 2025 May 15, 2025	SELL	$21.75 - $24.28 $16,421 - $18,331	-755 Reduced 49.25%	778 $17,000
Q4 2024 Jan 28, 2025	BUY	$22.4 - $68.28 $34,339 - $104,673	1,533 New	1,533 $35,000
Q2 2024 Sep 11, 2024	SELL	$58.7 - $64.78 $11,681 - $12,891	-199 Reduced 32.52%	413 $26,000
Q1 2024 Apr 24, 2024	BUY	$55.41 - $62.08 $498 - $558	9 Added 1.49%	612 $37,000
Q4 2023 Mar 28, 2024	SELL	$48.47 - $56.6 $11,972 - $13,980	-247 Reduced 29.06%	603 $34,000
Q3 2023 Oct 17, 2023	BUY	$50.36 - $54.21 $100 - $108	2 Added 0.24%	850 $43,000
Q2 2023 Jul 21, 2023	BUY	$47.67 - $52.37 $47 - $52	1 Added 0.12%	848 $44,000
Q1 2023 Apr 18, 2023	SELL	$44.78 - $49.41 $6,985 - $7,707	-156 Reduced 15.55%	847 $40,000
Q4 2022 Jan 17, 2023	BUY	$42.25 - $48.16 $84 - $96	2 Added 0.2%	1,003 $0
Q3 2022 Oct 13, 2022	SELL	$42.35 - $51.01 $3,303 - $3,978	-78 Reduced 7.23%	1,001 $42,000
Q2 2022 Jul 15, 2022	SELL	$43.35 - $54.51 $3,164 - $3,979	-73 Reduced 6.34%	1,079 $48,000
Q1 2022 Apr 26, 2022	BUY	$49.51 - $57.27 $35,894 - $41,520	725 Added 169.79%	1,152 $62,000
Q4 2021 Jan 19, 2022	SELL	$51.9 - $57.29 $2,698 - $2,979	-52 Reduced 10.86%	427 $49,000
Q3 2021 Oct 27, 2021	BUY	$51.52 - $54.94 $24,678 - $26,316	479 New	479 $50,000

Others Institutions Holding SCHX

# of Institutions

1,574

Shares Held

1.13B

Call Options Held

68.6K

Put Options Held

200

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About SCHWAB STRATEGIC TR US LARGE-C

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Newbridge Financial Services Group, Inc. Schwab Strategic Tr Us Large C Transaction History