Savvy Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History

Savvy Advisors, Inc.

$1.46 Billion
Q2 2025

A detailed history of Savvy Advisors, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Savvy Advisors, Inc. holds 404,893 shares of SCHX stock, worth $10.6 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares

404,893

Previous 394,266 2.7%

Holding current value

$10.6 Million

Previous $8.71 Million 13.67%

% of portfolio

0.68%

Previous 0.89%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	BUY	$19.6 - $24.44 $208,289 - $259,723	10,627 Added 2.7%	404,893 $9.9 Million
Q1 2025 May 12, 2025	SELL	$21.75 - $24.28 $32,712 - $36,517	-1,504 Reduced 0.38%	394,266 $8.71 Million
Q4 2024 Feb 13, 2025	BUY	$22.4 - $68.28 $6.52 Million - $19.9 Million	291,049 Added 277.93%	395,770 $9.17 Million
Q3 2024 Nov 05, 2024	BUY	$61.11 - $67.85 $1.93 Million - $2.15 Million	31,629 Added 43.27%	104,721 $7.11 Billion
Q2 2024 Aug 14, 2024	BUY	$58.7 - $64.78 $107,068 - $118,158	1,824 Added 2.56%	73,092 $4.7 Billion
Q1 2024 May 13, 2024	SELL	$55.41 - $62.08 $132,762 - $148,743	-2,396 Reduced 3.25%	71,268 $4.42 Billion
Q4 2023 Feb 08, 2024	BUY	$48.47 - $56.6 $3.57 Million - $4.17 Million	73,664 New	73,664 $4.15 Billion

Others Institutions Holding SCHX

# of Institutions

1,590

Shares Held

1.14B

Call Options Held

68.6K

Put Options Held

200

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About SCHWAB STRATEGIC TR US LARGE-C

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Savvy Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History