Spire Wealth Management Schwab Strategic Tr Us Large C Transaction History

Spire Wealth Management

$2.7 Billion
Q2 2025

A detailed history of Spire Wealth Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Spire Wealth Management holds 30,575 shares of SCHX stock, worth $799,842. This represents 0.03% of its overall portfolio holdings.

Number of Shares

30,575

Previous 51,245 40.34%

Holding current value

$799,842

Previous $1.13 Million 33.95%

% of portfolio

0.03%

Previous 0.04%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	SELL	$19.6 - $24.44 $405,132 - $505,174	-20,670 Reduced 40.34%	30,575 $747,000
Q1 2025 Apr 23, 2025	BUY	$21.75 - $24.28 $297,083 - $331,640	13,659 Added 36.34%	51,245 $1.13 Million
Q4 2024 Jan 24, 2025	BUY	$22.4 - $68.28 $573,753 - $1.75 Million	25,614 Added 213.95%	37,586 $871,000
Q3 2024 Oct 15, 2024	SELL	$61.11 - $67.85 $59,887 - $66,493	-980 Reduced 7.57%	11,972 $812,000
Q2 2024 Jul 31, 2024	SELL	$58.7 - $64.78 $1.27 Million - $1.4 Million	-21,658 Reduced 62.58%	12,952 $832,000
Q1 2024 Apr 24, 2024	BUY	$55.41 - $62.08 $101,123 - $113,296	1,825 Added 5.57%	34,610 $2.15 Million
Q4 2023 Feb 06, 2024	SELL	$48.47 - $56.6 $109,493 - $127,859	-2,259 Reduced 6.45%	32,785 $1.85 Million
Q3 2023 Nov 08, 2023	SELL	$50.36 - $54.21 $67,885 - $73,075	-1,348 Reduced 3.7%	35,044 $1.77 Million
Q2 2023 Aug 09, 2023	SELL	$47.67 - $52.37 $78,035 - $85,729	-1,637 Reduced 4.3%	36,392 $1.91 Million
Q1 2023 May 09, 2023	BUY	$44.78 - $49.41 $1.46 Million - $1.61 Million	32,657 Added 607.91%	38,029 $1.84 Million
Q4 2022 Feb 03, 2023	BUY	$42.25 - $48.16 $1,183 - $1,348	28 Added 0.52%	5,372 $243,000
Q3 2022 Nov 07, 2022	SELL	$42.35 - $51.01 $547,500 - $659,457	-12,928 Reduced 70.75%	5,344 $226,000
Q2 2022 Jul 22, 2022	SELL	$43.35 - $54.51 $2.57 Million - $3.23 Million	-59,171 Reduced 76.41%	18,272 $816,000
Q1 2022 Apr 18, 2022	BUY	$49.51 - $57.27 $2.34 Million - $2.71 Million	47,297 Added 156.89%	77,443 $4.17 Million
Q4 2021 Jan 14, 2022	SELL	$51.9 - $57.29 $110,495 - $121,970	-2,129 Reduced 6.6%	30,146 $3.43 Million
Q3 2021 Oct 22, 2021	SELL	$51.52 - $54.94 $119,526 - $127,460	-2,320 Reduced 6.71%	32,275 $3.36 Million
Q2 2021 Jul 26, 2021	SELL	$48.62 - $52.01 $2.93 Million - $3.13 Million	-60,234 Reduced 63.52%	34,595 $3.6 Million
Q1 2021 May 21, 2021	BUY	$44.9 - $48.34 $4.26 Million - $4.58 Million	94,829 New	94,829 $9.11 Million

Others Institutions Holding SCHX

# of Institutions

1,569

Shares Held

1.13B

Call Options Held

68.6K

Put Options Held

200

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About SCHWAB STRATEGIC TR US LARGE-C

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Spire Wealth Management Schwab Strategic Tr Us Large C Transaction History