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 $5.63 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
215,223
Holding current value
$5.63 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
1,580
Shares Held
1.14B
Call Options Held
68.6K
Put Options Held
200
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
Track This Portfolio

Track Simplicity Wealth,Llc Portfolio

Follow Simplicity Wealth,Llc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Simplicity Wealth,Llc, based on Form 13F filings with the SEC.

News

Stay updated on Simplicity Wealth,Llc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email