Sunbelt Securities, Inc. Schwab Strategic Tr Us Large C Transaction History

Sunbelt Securities, Inc.

$1.07 Billion
Q2 2025

A detailed history of Sunbelt Securities, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Sunbelt Securities, Inc. holds 3,071 shares of SCHX stock, worth $82,640. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,071

Previous 4,136 25.75%

Holding current value

$82,640

Previous $91,000 17.58%

% of portfolio

0.01%

Previous 0.01%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$19.6 - $24.44 $20,874 - $26,028	-1,065 Reduced 25.75%	3,071 $75,000
Q1 2025 Apr 24, 2025	BUY	$21.75 - $24.28 $23,163 - $25,858	1,065 Added 34.68%	4,136 $91,000
Q4 2024 Feb 18, 2025	BUY	$22.4 - $68.28 $34,921 - $106,448	1,559 Added 103.11%	3,071 $71,000
Q3 2024 Nov 18, 2024	BUY	$61.11 - $67.85 $7,210 - $8,006	118 Added 8.46%	1,512 $102,000
Q2 2024 Aug 15, 2024	SELL	$58.7 - $64.78 $8,218 - $9,069	-140 Reduced 9.13%	1,394 $89,000
Q1 2024 Apr 15, 2024	SELL	$55.41 - $62.08 $86,217 - $96,596	-1,556 Reduced 50.36%	1,534 $95,000
Q4 2023 Feb 14, 2024	SELL	$48.47 - $56.6 $18,854 - $22,017	-389 Reduced 11.18%	3,090 $174,000
Q3 2023 Dec 11, 2023	BUY	$50.36 - $54.21 $98,151 - $105,655	1,949 Added 127.39%	3,479 $176,000
Q2 2023 Aug 15, 2023	BUY	$47.67 - $52.37 $286 - $314	6 Added 0.39%	1,530 $80,000
Q1 2023 May 17, 2023	BUY	$44.78 - $49.41 $68,244 - $75,300	1,524 New	1,524 $73,000
Q1 2021 May 27, 2021	SELL	$44.9 - $48.34 $101,025 - $108,765	-2,250 Closed	0 $0
Q4 2020 Feb 09, 2021	BUY	$39.35 - $45.48 $88,537 - $102,330	2,250 New	2,250 $205,000
Q2 2020 Aug 14, 2020	SELL	$29.25 - $38.76 $7.23 Million - $9.59 Million	-247,348 Closed	0 $0
Q1 2020 May 15, 2020	BUY	$26.61 - $40.52 $6.43 Million - $9.8 Million	241,784 Added 4345.51%	247,348 $18 Million
Q4 2019 Feb 14, 2020	BUY	$34.42 - $38.54 $191,512 - $214,436	5,564 New	5,564 $107 Million

Others Institutions Holding SCHX

# of Institutions

1,602

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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Sunbelt Securities, Inc. Schwab Strategic Tr Us Large C Transaction History