Schaper Benz & Wise Investment Counsel Inc Schwab Strategic Tr Us Large C Transaction History

Schaper Benz & Wise Investment Counsel Inc

$1.26 Billion
Q2 2025

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 29, 2022	SELL	$49.51 - $57.27 $96,643 - $111,791	-1,952 Closed	0 $0
Q4 2021 Feb 10, 2022	BUY	$51.9 - $57.29 $101,308 - $111,830	1,952 New	1,952 $222,000

Others Institutions Holding SCHX

# of Institutions

1,567

Shares Held

1.13B

Call Options Held

68.6K

Put Options Held

200

Us Bancorp \De\

206M
Shares

$5.34 Billion
6.45% of portfolio
Creative Planning Overland Park, KS

81.6M
Shares

$2.11 Billion
1.72% of portfolio
Sei Investments CO Oaks, PA

36M
Shares

$930 Million
1.06% of portfolio
Hbk Sorce Advisory LLC Erie, PA

35.3M
Shares

$912 Million
26.09% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

33M
Shares

$852 Million
9.79% of portfolio

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