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

Schneider Downs Wealth Management Advisors, LP

  • $536 Million
  • Q1 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 1,508,271 shares of SCHX stock, worth $35.1 Million. This represents 6.21% of its overall portfolio holdings.

Number of Shares
1,508,271
Previous 1,496,816 0.77%
Holding current value
$35.1 Million
Previous $34.7 Million 4.02%
% of portfolio
6.21%
Previous 6.71%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,500
Shares Held
1.15B
Call Options Held
53.9K
Put Options Held
5.49K
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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