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

Patrick M Sweeney & Associates, Inc

$155 Billion
Q3 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 9,468 shares of SCHX stock, worth $251,280. This represents 0.16% of its overall portfolio holdings.

Number of Shares

9,468

Previous 9,466 0.02%

Holding current value

$251,280

Previous $234 Million 6.35%

% of portfolio

0.16%

Previous 0.16%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$24.46 - $26.5 $48 - $53	2 Added 0.02%	9,468 $249 Million
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

1,630

Shares Held

1.14B

Call Options Held

64.2K

Put Options Held

12K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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