Phil A. Younker & Associates, Ltd. Schwab Strategic Tr Us Large C Transaction History

Phil A. Younker & Associates, Ltd.

  • $101 Billion
  • Q2 2025

A detailed history of Phil A. Younker & Associates, Ltd. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Phil A. Younker & Associates, Ltd. holds 136,450 shares of SCHX stock, worth $3.64 Million. This represents 3.29% of its overall portfolio holdings.

Number of Shares
136,450
Previous 135,450 0.74%
Holding current value
$3.64 Million
Previous $2.99 Billion 11.51%
% of portfolio
3.29%
Previous 2.94%

Shares

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

Jul 16, 2025
BUY
$19.6 - $24.44 $19,600 - $24,440
1,000 Added 0.74%
136,450 $3.33 Billion
Q1 2025

Apr 29, 2025
BUY
$21.75 - $24.28 $4,828 - $5,390
222 Added 0.16%
135,450 $2.99 Billion
Q4 2024

Apr 07, 2025
BUY
$22.4 - $68.28 $3.03 Million - $9.23 Million
135,228 New
135,228 $3.13 Billion

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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