A detailed history of Secure Asset Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Secure Asset Management, LLC holds 12,050 shares of SCHX stock, worth $315,228. This represents 0.05% of its overall portfolio holdings.

Number of Shares
12,050
Previous 11,209 7.5%
Holding current value
$315,228
Previous $273,000 16.12%
% of portfolio
0.05%
Previous 0.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 09, 2025

BUY
$24.46 - $26.5 $20,570 - $22,286
841 Added 7.5%
12,050 $317,000
Q2 2025

Jul 10, 2025

BUY
$19.6 - $24.44 $219,696 - $273,947
11,209 New
11,209 $273,000

Others Institutions Holding SCHX

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
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