Sax Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Sax Wealth Advisors, LLC

  • $1.63 Billion
  • Q2 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 70,305 shares of SCHX stock, worth $1.86 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
70,305
Previous 61,663 14.01%
Holding current value
$1.86 Million
Previous $1.36 Million 26.23%
% of portfolio
0.11%
Previous 0.1%

Shares

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

Jul 23, 2025
BUY
$19.6 - $24.44 $169,383 - $211,210
8,642 Added 14.01%
70,305 $1.72 Million
Q1 2025

May 14, 2025
BUY
$21.75 - $24.28 $1.07 Million - $1.19 Million
49,206 Added 395.01%
61,663 $1.36 Million
Q4 2024

Jan 15, 2025
BUY
$22.4 - $68.28 $212,016 - $646,270
9,465 Added 316.34%
12,457 $288,000
Q3 2024

Oct 17, 2024
BUY
$61.11 - $67.85 $182,841 - $203,007
2,992 New
2,992 $203,000

Others Institutions Holding SCHX

# of Institutions
1,567
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
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