Patrick M Sweeney & Associates, Inc Schwab Strategic Tr Us Large C Transaction History

Patrick M Sweeney & Associates, Inc

  • $145 Billion
  • Q2 2025

A detailed history of Patrick M Sweeney & Associates, Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Patrick M Sweeney & Associates, Inc holds 9,466 shares of SCHX stock, worth $250,659. This represents 0.16% of its overall portfolio holdings.

Number of Shares
9,466
Previous 9,465 0.01%
Holding current value
$250,659
Previous $209 Million 12.2%
% of portfolio
0.16%
Previous 0.16%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$19.6 - $24.44 $19 - $24
1 Added 0.01%
9,466 $234 Million
Q1 2025

Apr 14, 2025
BUY
$21.75 - $24.28 $21 - $24
1 Added 0.01%
9,465 $209 Million
Q4 2024

Jan 22, 2025
BUY
$22.4 - $68.28 $141,344 - $430,846
6,310 Added 200.06%
9,464 $219 Million
Q3 2024

Oct 22, 2024
BUY
$61.11 - $67.85 $61 - $67
1 Added 0.03%
3,154 $214 Million
Q2 2024

Jul 17, 2024
BUY
$58.7 - $64.78 $185,081 - $204,251
3,153 New
3,153 $203 Million

Others Institutions Holding SCHX

# of Institutions
1,567
Shares Held
1.13B
Call Options Held
68.6K
Put Options Held
200
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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