Simplicity Wealth,Llc Schwab Strategic Tr Us Large C Transaction History

Simplicity Wealth,Llc

  • $1.59 Billion
  • Q3 2025

A detailed history of Simplicity Wealth,Llc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Simplicity Wealth,Llc holds 215,223 shares of SCHX stock, worth $5.71 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
215,223
Holding current value
$5.71 Million
% of portfolio
0.36%

Shares

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

Oct 30, 2025
BUY
$24.46 - $26.5 $5.26 Million - $5.7 Million
215,223 New
215,223 $5.67 Million
Q2 2024

Jul 10, 2024
BUY
$58.7 - $64.78 $146,221 - $161,366
2,491 Added 6.18%
42,769 $2.75 Million
Q1 2024

Apr 24, 2024
BUY
$55.41 - $62.08 $2.23 Million - $2.5 Million
40,278 New
40,278 $2.5 Million

Others Institutions Holding SCHX

# of Institutions
1,631
Shares Held
1.14B
Call Options Held
64.2K
Put Options Held
12K
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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