Sheets Smith Wealth Management Schwab Strategic Tr Us Large C Transaction History

Sheets Smith Wealth Management

$789 Million
Q1 2025

A detailed history of Sheets Smith Wealth Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Sheets Smith Wealth Management holds 767,768 shares of SCHX stock, worth $17.9 Million. This represents 2.15% of its overall portfolio holdings.

Number of Shares

767,768

Previous 806,995 4.86%

Holding current value

$17.9 Million

Previous $18.7 Million 9.38%

% of portfolio

2.15%

Previous 2.33%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	SELL	$21.75 - $24.28 $853,187 - $952,431	-39,227 Reduced 4.86%	767,768 $17 Million
Q4 2024 Jan 17, 2025	BUY	$22.4 - $68.28 $12 Million - $36.7 Million	537,729 Added 199.7%	806,995 $18.7 Million
Q3 2024 Nov 01, 2024	SELL	$61.11 - $67.85 $8,983 - $9,973	-147 Reduced 0.05%	269,266 $18.3 Million
Q2 2024 Jul 30, 2024	BUY	$58.7 - $64.78 $306,061 - $337,762	5,214 Added 1.97%	269,413 $17.3 Million
Q1 2024 May 08, 2024	SELL	$55.41 - $62.08 $13 Million - $14.6 Million	-235,167 Reduced 47.09%	264,199 $16.4 Million
Q4 2023 Feb 06, 2024	BUY	$48.47 - $56.6 $11.1 Million - $13 Million	228,833 Added 84.59%	499,366 $28.2 Million
Q3 2023 Oct 23, 2023	BUY	$50.36 - $54.21 $360,124 - $387,655	7,151 Added 2.72%	270,533 $13.7 Million
Q2 2023 Aug 09, 2023	SELL	$47.67 - $52.37 $1.16 Million - $1.27 Million	-24,259 Reduced 8.43%	263,382 $13.8 Million
Q1 2023 May 26, 2023	BUY	$44.78 - $49.41 $12.9 Million - $14.2 Million	287,593 Added 599152.06%	287,641 $13.9 Million
Q1 2023 May 12, 2023	SELL	$44.78 - $49.41 $13.7 Million - $15.1 Million	-305,084 Reduced 99.98%	48 $2,000
Q4 2022 Mar 08, 2023	BUY	$42.25 - $48.16 $517,689 - $590,104	12,253 Added 4.18%	305,132 $13.8 Million
Q3 2022 Nov 01, 2022	SELL	$42.35 - $51.01 $38,284 - $46,113	-904 Reduced 0.31%	292,879 $12.4 Million
Q2 2022 Jul 27, 2022	BUY	$43.35 - $54.51 $12,007 - $15,099	277 Added 0.09%	293,783 $13.1 Million
Q1 2022 May 02, 2022	BUY	$49.51 - $57.27 $8.07 Million - $9.34 Million	163,063 Added 125.01%	293,506 $15.8 Million
Q4 2021 Jan 20, 2022	BUY	$51.9 - $57.29 $155,907 - $172,099	3,004 Added 2.36%	130,443 $14.8 Million
Q3 2021 Oct 15, 2021	BUY	$51.52 - $54.94 $26,275 - $28,019	510 Added 0.4%	127,439 $13.3 Million
Q2 2021 Aug 03, 2021	BUY	$48.62 - $52.01 $649,417 - $694,697	13,357 Added 11.76%	126,929 $13.2 Million
Q1 2021 Apr 23, 2021	BUY	$44.9 - $48.34 $23,213 - $24,991	517 Added 0.46%	113,572 $10.9 Million
Q4 2020 Jan 13, 2021	SELL	$39.35 - $45.48 $76,181 - $88,049	-1,936 Reduced 1.68%	113,055 $10.3 Million
Q3 2020 Oct 26, 2020	SELL	$37.26 - $43.03 $156,939 - $181,242	-4,212 Reduced 3.53%	114,991 $9.27 Million
Q2 2020 Jul 17, 2020	BUY	$29.25 - $38.76 $139,844 - $185,311	4,781 Added 4.18%	119,203 $8.83 Million
Q1 2020 Apr 28, 2020	BUY	$26.61 - $40.52 $1.76 Million - $2.68 Million	66,088 Added 136.73%	114,422 $7.01 Million
Q4 2019 Jan 24, 2020	BUY	$34.42 - $38.54 $34,282 - $38,385	996 Added 2.1%	48,334 $3.71 Million
Q3 2019 Oct 28, 2019	BUY	$35.28 - $36.01 $100,442 - $102,520	2,847 Added 6.4%	47,338 $3.36 Million
Q2 2019 Jul 12, 2019	BUY	N/A	4,516 Added 11.3%	44,491 $3.12 Million
Q1 2019 May 13, 2019	SELL	N/A	-755 Reduced 1.85%	39,975 $2.7 Million
Q4 2018 Jan 11, 2019	BUY	N/A	1,848 Added 4.75%	40,730 $2.43 Million
Q3 2018 Oct 15, 2018	BUY	N/A	2,624 Added 7.24%	38,882 $2.71 Million
Q2 2018 Jul 26, 2018	BUY	N/A	4,440 Added 13.95%	36,258 $2.36 Million
Q1 2018 Apr 09, 2018	BUY	N/A	11,741 Added 58.48%	31,818 $2.01 Million
Q4 2017 Jan 12, 2018	BUY	N/A	5,717 Added 39.81%	20,077 $1.28 Million
Q3 2017 Oct 12, 2017	BUY	N/A	14,360	14,360 $862,000

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

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Sheets Smith Wealth Management Schwab Strategic Tr Us Large C Transaction History