Sea Crest Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History

Sea Crest Wealth Management, LLC

$874 Million
Q2 2025

A detailed history of Sea Crest Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 64,390 shares of SCHX stock, worth $1.71 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

64,390

Previous 67,295 4.32%

Holding current value

$1.71 Million

Previous $1.48 Million 6.5%

% of portfolio

0.18%

Previous 0.17%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 11, 2025	SELL	$19.6 - $24.44 $56,938 - $70,998	-2,905 Reduced 4.32%	64,390 $1.57 Million
Q1 2025 Apr 11, 2025	SELL	$21.75 - $24.28 $71,383 - $79,686	-3,282 Reduced 4.65%	67,295 $1.48 Million
Q4 2024 Jan 14, 2025	BUY	$22.4 - $68.28 $982,934 - $3 Million	43,881 Added 164.37%	70,577 $1.64 Million
Q3 2024 Oct 16, 2024	SELL	$61.11 - $67.85 $3,605 - $4,003	-59 Reduced 0.22%	26,696 $1.81 Million
Q2 2024 Jul 19, 2024	SELL	$58.7 - $64.78 $113,936 - $125,737	-1,941 Reduced 6.76%	26,755 $1.72 Million
Q1 2024 Apr 18, 2024	SELL	$55.41 - $62.08 $40,172 - $45,008	-725 Reduced 2.46%	28,696 $1.78 Million
Q4 2023 Jan 18, 2024	SELL	$48.47 - $56.6 $118,121 - $137,934	-2,437 Reduced 7.65%	29,421 $1.66 Million
Q3 2023 Oct 12, 2023	SELL	$50.36 - $54.21 $12,791 - $13,769	-254 Reduced 0.79%	31,858 $1.61 Million
Q2 2023 Jul 14, 2023	BUY	$47.67 - $52.37 $13,156 - $14,454	276 Added 0.87%	32,112 $1.68 Million
Q1 2023 May 11, 2023	SELL	$44.78 - $49.41 $54,631 - $60,280	-1,220 Reduced 3.69%	31,836 $1.54 Million
Q4 2022 Feb 14, 2023	SELL	$42.25 - $48.16 $113,272 - $129,116	-2,681 Reduced 7.5%	33,056 $1.49 Million
Q3 2022 Nov 14, 2022	SELL	$42.35 - $51.01 $34,472 - $41,522	-814 Reduced 2.23%	35,737 $1.51 Million
Q2 2022 Aug 09, 2022	SELL	$43.35 - $54.51 $48,552 - $61,051	-1,120 Reduced 2.97%	36,551 $1.63 Million
Q1 2022 May 16, 2022	BUY	$49.51 - $57.27 $930,342 - $1.08 Million	18,791 Added 99.53%	37,671 $2.03 Million
Q4 2021 Feb 11, 2022	SELL	$51.9 - $57.29 $81,690 - $90,174	-1,574 Reduced 7.7%	18,880 $2.15 Million
Q3 2021 Nov 16, 2021	SELL	$51.52 - $54.94 $86,038 - $91,749	-1,670 Reduced 7.55%	20,454 $2.13 Million
Q2 2021 Aug 12, 2021	BUY	$48.62 - $52.01 $826 - $884	17 Added 0.08%	22,124 $2.3 Million
Q1 2021 May 17, 2021	BUY	$44.9 - $48.34 $15,759 - $16,967	351 Added 1.61%	22,107 $2.12 Million
Q4 2020 Feb 09, 2021	BUY	$39.35 - $45.48 $13,969 - $16,145	355 Added 1.66%	21,756 $1.98 Million
Q3 2020 Nov 12, 2020	BUY	$37.26 - $43.03 $18,704 - $21,601	502 Added 2.4%	21,401 $1.73 Million
Q2 2020 Jul 27, 2020	BUY	$29.25 - $38.76 $6,639 - $8,798	227 Added 1.1%	20,899 $1.55 Million
Q1 2020 May 13, 2020	SELL	$26.61 - $40.52 $124,800 - $190,038	-4,690 Reduced 18.49%	20,672 $1.27 Million
Q4 2019 Jan 22, 2020	SELL	$34.42 - $38.54 $3,717 - $4,162	-108 Reduced 0.42%	25,362 $1.95 Million
Q3 2019 Oct 15, 2019	SELL	$35.28 - $36.01 $87,035 - $88,836	-2,467 Reduced 8.83%	25,470 $1.81 Million
Q2 2019 Jul 19, 2019	SELL	N/A	-193 Reduced 0.69%	27,937 $1.96 Million
Q1 2019 May 10, 2019	BUY	N/A	1,464 Added 5.49%	28,130 $1.9 Million
Q4 2018 Feb 13, 2019	BUY	N/A	1,919 Added 7.75%	26,666 $1.59 Million
Q3 2018 Nov 14, 2018	BUY	N/A	2,506 Added 11.27%	24,747 $1.72 Million
Q2 2018 Aug 03, 2018	SELL	N/A	-823 Reduced 3.57%	22,241 $1.45 Million
Q1 2018 Apr 20, 2018	BUY	N/A	211 Added 0.92%	23,064 $1.46 Million
Q4 2017 Feb 02, 2018	BUY	N/A	22,853	22,853 $1.46 Million

Others Institutions Holding SCHX

# of Institutions

1,567

Shares Held

1.13B

Call Options Held

68.6K

Put Options Held

200

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Sea Crest Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History