A detailed history of Penobscot Wealth Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Penobscot Wealth Management holds 126,233 shares of SCHX stock, worth $3.4 Million. This represents 1.29% of its overall portfolio holdings.

Number of Shares
126,233
Previous 23,221 443.62%
Holding current value
$3.4 Million
Previous $512,000 502.54%
% of portfolio
1.29%
Previous 0.25%

Shares

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

Aug 01, 2025

BUY
$19.6 - $24.44 $2.02 Million - $2.52 Million
103,012 Added 443.62%
126,233 $3.09 Million
Q1 2025

Apr 28, 2025

SELL
$21.75 - $24.28 $200,274 - $223,570
-9,208 Reduced 28.39%
23,221 $512,000
Q4 2024

Feb 10, 2025

BUY
$22.4 - $68.28 $726,409 - $2.21 Million
32,429 New
32,429 $752,000

Others Institutions Holding SCHX

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
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