Strategic Equity Management Schwab Strategic Tr Us Large C Transaction History

Strategic Equity Management

$207 Million
Q1 2025

A detailed history of Strategic Equity Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Strategic Equity Management holds 1,573,901 shares of SCHX stock, worth $34.5 Million. This represents 16.67% of its overall portfolio holdings.

Number of Shares

1,573,901

Previous 1,578,420 0.29%

Holding current value

$34.5 Million

Previous $36.6 Million 5.53%

% of portfolio

16.67%

Previous 17.63%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	SELL	$21.75 - $24.28 $98,288 - $109,721	-4,519 Reduced 0.29%	1,573,901 $34.6 Million
Q4 2024 Feb 07, 2025	BUY	$22.4 - $68.28 $23.6 Million - $72 Million	1,054,105 Added 201.04%	1,578,420 $36.6 Million
Q3 2024 Nov 05, 2024	BUY	$61.11 - $67.85 $7.23 Million - $8.03 Million	118,319 Added 29.14%	524,315 $35.6 Million
Q2 2024 Jul 31, 2024	BUY	$58.7 - $64.78 $3.83 Million - $4.23 Million	65,231 Added 19.14%	405,996 $26.1 Million
Q1 2024 Apr 16, 2024	BUY	$55.41 - $62.08 $3.84 Million - $4.3 Million	69,322 Added 25.54%	340,765 $21.1 Million
Q4 2023 Feb 07, 2024	BUY	$48.47 - $56.6 $13.2 Million - $15.4 Million	271,443 New	271,443 $15.3 Million

Others Institutions Holding SCHX

# of Institutions

1,485

Shares Held

1.09B

Call Options Held

71.4K

Put Options Held

4.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
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Strategic Equity Management Schwab Strategic Tr Us Large C Transaction History