Steele Capital Management, Inc. Schwab Strategic Tr Us Large C Transaction History

Steele Capital Management, Inc.

$2.08 Trillion
Q2 2025

A detailed history of Steele Capital Management, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Steele Capital Management, Inc. holds 3,936,702 shares of SCHX stock, worth $99.4 Million. This represents 4.62% of its overall portfolio holdings.

Number of Shares

3,936,702

Previous 3,829,838 2.79%

Holding current value

$99.4 Million

Previous $84.7 Billion 13.77%

% of portfolio

4.62%

Previous 4.41%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	BUY	$19.6 - $24.44 $2.09 Million - $2.61 Million	106,864 Added 2.79%	3,936,702 $96.3 Billion
Q1 2025 Apr 16, 2025	BUY	$21.75 - $24.28 $970,876 - $1.08 Million	44,638 Added 1.18%	3,829,838 $84.7 Billion
Q4 2024 Jan 31, 2025	BUY	$22.4 - $68.28 $57.1 Million - $174 Million	2,550,117 Added 206.47%	3,785,200 $87.7 Billion
Q3 2024 Nov 08, 2024	SELL	$61.11 - $67.85 $3.52 Million - $3.91 Million	-57,644 Reduced 4.46%	1,235,083 $83.9 Billion
Q2 2024 Jul 16, 2024	BUY	$58.7 - $64.78 $15.4 Million - $17 Million	262,985 Added 25.54%	1,292,727 $83.2 Billion
Q1 2024 Apr 18, 2024	BUY	$55.41 - $62.08 $506,558 - $567,535	9,142 Added 0.9%	1,029,742 $63.9 Billion
Q4 2023 Feb 05, 2024	BUY	$48.47 - $56.6 $49.5 Million - $57.8 Million	1,020,600 New	1,020,600 $57.6 Billion

Others Institutions Holding SCHX

# of Institutions

1,530

Shares Held

1.13B

Call Options Held

53.9K

Put Options Held

5.49K

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About SCHWAB STRATEGIC TR US LARGE-C

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Steele Capital Management, Inc. Schwab Strategic Tr Us Large C Transaction History