Stewardship Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Stewardship Advisors, LLC

  • $347 Million
  • Q1 2025

A detailed history of Stewardship Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Stewardship Advisors, LLC holds 42,623 shares of SCHX stock, worth $934,722. This represents 0.27% of its overall portfolio holdings.

Number of Shares
42,623
Previous 38,488 10.74%
Holding current value
$934,722
Previous $892,000 4.93%
% of portfolio
0.27%
Previous 0.26%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025
BUY
$21.75 - $24.28 $89,936 - $100,397
4,135 Added 10.74%
42,623 $936,000
Q4 2024

Jan 21, 2025
BUY
$22.4 - $68.28 $617,657 - $1.88 Million
27,574 Added 252.65%
38,488 $892,000
Q3 2024

Oct 21, 2024
BUY
$61.11 - $67.85 $666,954 - $740,514
10,914 New
10,914 $740,000

Others Institutions Holding SCHX

# of Institutions
1,491
Shares Held
1.11B
Call Options Held
71.4K
Put Options Held
4.2K
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 Stewardship Advisors, LLC Portfolio

Follow Stewardship Advisors, 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 Stewardship Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stewardship Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email