Schneider Downs Wealth Management Advisors, LP Schwab Strategic Tr Us Large C Transaction History

Schneider Downs Wealth Management Advisors, LP

  • $649 Million
  • Q2 2025

A detailed history of Schneider Downs Wealth Management Advisors, LP transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Schneider Downs Wealth Management Advisors, LP holds 1,550,228 shares of SCHX stock, worth $39.1 Million. This represents 5.83% of its overall portfolio holdings.

Number of Shares
1,550,228
Previous 1,508,271 2.78%
Holding current value
$39.1 Million
Previous $33.3 Million 13.77%
% of portfolio
5.83%
Previous 6.21%

Shares

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

Jul 31, 2025
BUY
$19.6 - $24.44 $822,357 - $1.03 Million
41,957 Added 2.78%
1,550,228 $37.9 Million
Q1 2025

May 13, 2025
BUY
$21.75 - $24.28 $249,146 - $278,127
11,455 Added 0.77%
1,508,271 $33.3 Million
Q4 2024

Feb 04, 2025
BUY
$22.4 - $68.28 $22.9 Million - $69.7 Million
1,021,002 Added 214.58%
1,496,816 $34.7 Million
Q3 2024

Nov 06, 2024
SELL
$61.11 - $67.85 $62,209 - $69,071
-1,018 Reduced 0.21%
475,814 $32.3 Million
Q2 2024

Aug 07, 2024
BUY
$58.7 - $64.78 $2.26 Million - $2.5 Million
38,517 Added 8.79%
476,832 $30.6 Million
Q1 2024

May 08, 2024
BUY
$55.41 - $62.08 $944,241 - $1.06 Million
17,041 Added 4.05%
438,315 $27.2 Million
Q4 2023

Feb 09, 2024
SELL
$48.47 - $56.6 $662,730 - $773,891
-13,673 Reduced 3.14%
421,274 $23.8 Million
Q3 2023

Nov 06, 2023
BUY
$50.36 - $54.21 $391,599 - $421,536
7,776 Added 1.82%
434,947 $22 Million
Q2 2023

Jul 31, 2023
BUY
$47.67 - $52.37 $863,971 - $949,153
18,124 Added 4.43%
427,171 $22.4 Million
Q1 2023

May 04, 2023
BUY
$44.78 - $49.41 $465,801 - $513,962
10,402 Added 2.61%
409,047 $19.8 Million
Q4 2022

Feb 01, 2023
BUY
$42.25 - $48.16 $1.28 Million - $1.46 Million
30,413 Added 8.26%
398,645 $18 Million
Q3 2022

Oct 26, 2022
BUY
$42.35 - $51.01 $518,829 - $624,923
12,251 Added 3.44%
368,232 $15.6 Million
Q2 2022

Jul 13, 2022
BUY
$43.35 - $54.51 $764,954 - $961,883
17,646 Added 5.22%
355,981 $15.9 Million
Q1 2022

May 02, 2022
BUY
$49.51 - $57.27 $8.93 Million - $10.3 Million
180,304 Added 114.09%
338,335 $18.2 Million
Q4 2021

Jan 31, 2022
BUY
$51.9 - $57.29 $239,778 - $264,679
4,620 Added 3.01%
158,031 $18 Million
Q3 2021

Oct 14, 2021
BUY
$51.52 - $54.94 $313,808 - $334,639
6,091 Added 4.13%
153,411 $16 Million
Q2 2021

Jul 20, 2021
BUY
$48.62 - $52.01 $333,047 - $356,268
6,850 Added 4.88%
147,320 $15.3 Million
Q1 2021

Apr 26, 2021
BUY
$44.9 - $48.34 $296,789 - $319,527
6,610 Added 4.94%
140,470 $13.5 Million
Q4 2020

Jan 21, 2021
BUY
$39.35 - $45.48 $101,286 - $117,065
2,574 Added 1.96%
133,860 $12.2 Million
Q3 2020

Oct 14, 2020
BUY
$37.26 - $43.03 $61,441 - $70,956
1,649 Added 1.27%
131,286 $10.6 Million
Q2 2020

Jul 15, 2020
BUY
$29.25 - $38.76 $600,853 - $796,207
20,542 Added 18.83%
129,637 $9.61 Million
Q1 2020

Apr 21, 2020
BUY
$26.61 - $40.52 $950,110 - $1.45 Million
35,705 Added 48.65%
109,095 $6.68 Million
Q4 2019

Jan 23, 2020
BUY
$34.42 - $38.54 $145,699 - $163,139
4,233 Added 6.12%
73,390 $5.64 Million
Q3 2019

Nov 05, 2019
BUY
$35.28 - $36.01 $148,564 - $151,638
4,211 Added 6.48%
69,157 $4.91 Million
Q2 2019

Jul 16, 2019
BUY
N/A
7,541 Added 13.14%
64,946 $4.56 Million
Q1 2019

May 01, 2019
BUY
N/A
8,921 Added 18.4%
57,405 $3.88 Million
Q4 2018

Jan 31, 2019
BUY
N/A
16,437 Added 51.29%
48,484 $2.89 Million
Q3 2018

Oct 18, 2018
BUY
N/A
2,140 Added 7.16%
32,047 $2.23 Million
Q2 2018

Jul 24, 2018
BUY
N/A
3,398 Added 12.82%
29,907 $1.94 Million
Q1 2018

Apr 17, 2018
BUY
N/A
8,924 Added 50.75%
26,509 $1.67 Million
Q4 2017

Jan 22, 2018
BUY
N/A
1,967 Added 12.59%
17,585 $1.12 Million
Q3 2017

Oct 11, 2017
BUY
N/A
15,618
15,618 $938,000

Others Institutions Holding SCHX

# of Institutions
1,536
Shares Held
1.13B
Call Options Held
53.9K
Put Options Held
5.4K
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 Schneider Downs Wealth Management Advisors, LP Portfolio

Follow Schneider Downs Wealth Management Advisors, LP 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 Schneider Downs Wealth Management Advisors, LP, based on Form 13F filings with the SEC.

News

Stay updated on Schneider Downs Wealth Management Advisors, LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email