S.A. Mason LLC Schwab Strategic Tr Us Large C Transaction History

S.A. Mason LLC

$200 Million
Q2 2025

A detailed history of S.A. Mason LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, S.A. Mason LLC holds 1,184 shares of SCHX stock, worth $29,848. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,184

Holding current value

$29,848

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 14, 2025	BUY	$19.6 - $24.44 $23,206 - $28,936	1,184 New	1,184 $28,000

Others Institutions Holding SCHX

# of Institutions

1,536

Shares Held

1.13B

Call Options Held

53.9K

Put Options Held

5.4K

Us Bancorp \De\

206M
Shares

$5.2 Billion
6.45% of portfolio
Creative Planning Overland Park, KS

81.6M
Shares

$2.06 Billion
1.72% of portfolio
Sei Investments CO Oaks, PA

34.8M
Shares

$877 Million
1.02% of portfolio
Hbk Sorce Advisory LLC Erie, PA

33.5M
Shares

$845 Million
29.75% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

31.2M
Shares

$787 Million
9.64% of portfolio

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About SCHWAB STRATEGIC TR US LARGE-C

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