Plan A Wealth LLC Schwab Strategic Tr Us Large C Transaction History

Plan A Wealth LLC

  • $197 Billion
  • Q3 2025

A detailed history of Plan A Wealth LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Plan A Wealth LLC holds 25,336 shares of SCHX stock, worth $681,791. This represents 0.34% of its overall portfolio holdings.

Number of Shares
25,336
Previous 23,430 8.13%
Holding current value
$681,791
Previous $573 Million 16.54%
% of portfolio
0.34%
Previous 0.32%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 06, 2025
BUY
$24.46 - $26.5 $46,620 - $50,509
1,906 Added 8.13%
25,336 $667 Million
Q2 2025

Nov 06, 2025
BUY
$19.6 - $24.44 $134,612 - $167,853
6,868 Added 41.47%
23,430 $573 Million
Q1 2025

Nov 06, 2025
BUY
$21.75 - $24.28 $55,875 - $62,375
2,569 Added 18.36%
16,562 $366 Million
Q4 2024

Nov 06, 2025
BUY
$22.4 - $68.28 $313,443 - $955,442
13,993 New
13,993 $324 Million

Others Institutions Holding SCHX

# of Institutions
1,596
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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