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

Sheets Smith Wealth Management

  • $832 Million
  • Q2 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 691,015 shares of SCHX stock, worth $17.4 Million. This represents 2.03% of its overall portfolio holdings.

Number of Shares
691,015
Previous 767,768 10.0%
Holding current value
$17.4 Million
Previous $17 Million 0.38%
% of portfolio
2.03%
Previous 2.15%

Shares

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

Jul 15, 2025
SELL
$19.6 - $24.44 $1.5 Million - $1.88 Million
-76,753 Reduced 10.0%
691,015 $16.9 Million
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
1,534
Shares Held
1.13B
Call Options Held
53.9K
Put Options Held
5.49K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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