Ptm Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History

Ptm Wealth Management, LLC

  • $151 Billion
  • Q2 2025

A detailed history of Ptm Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Ptm Wealth Management, LLC holds 12,544 shares of SCHX stock, worth $316,234. This represents 0.21% of its overall portfolio holdings.

Number of Shares
12,544
Previous 12,369 1.41%
Holding current value
$316,234
Previous $242 Million 28.17%
% of portfolio
0.21%
Previous 0.25%

Shares

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

Jul 08, 2025
BUY
$19.6 - $24.44 $3,430 - $4,277
175 Added 1.41%
12,544 $311 Million
Q1 2025

May 07, 2025
BUY
$21.75 - $24.28 $269,025 - $300,319
12,369 New
12,369 $242 Million

Others Institutions Holding SCHX

# of Institutions
1,536
Shares Held
1.13B
Call Options Held
53.9K
Put Options Held
5.4K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
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