Ritholtz Wealth Management Schwab Strategic Tr Us Large C Transaction History

Ritholtz Wealth Management

  • $4.45 Billion
  • Q2 2025

A detailed history of Ritholtz Wealth Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Ritholtz Wealth Management holds 13,905 shares of SCHX stock, worth $363,754. This represents 0.01% of its overall portfolio holdings.

Number of Shares
13,905
Previous 12,008 15.8%
Holding current value
$363,754
Previous $263,000 28.9%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jul 28, 2025
BUY
$19.6 - $24.44 $37,181 - $46,362
1,897 Added 15.8%
13,905 $339,000
Q1 2025

Apr 16, 2025
BUY
$21.75 - $24.28 $24,338 - $27,169
1,119 Added 10.28%
12,008 $263,000
Q4 2024

Jan 14, 2025
BUY
$22.4 - $68.28 $162,848 - $496,395
7,270 Added 200.88%
10,889 $252,000
Q3 2024

Oct 10, 2024
BUY
$61.11 - $67.85 $221,157 - $245,549
3,619 New
3,619 $245,000

Others Institutions Holding SCHX

# of Institutions
1,572
Shares Held
1.13B
Call Options Held
68.6K
Put Options Held
200
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
Track This Portfolio

Track Ritholtz Wealth Management Portfolio

Follow Ritholtz Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ritholtz Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Ritholtz Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email