Tfc Financial Management Schwab Strategic Tr Us Large C Transaction History

Tfc Financial Management

  • $767 Million
  • Q3 2025

A detailed history of Tfc Financial Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Tfc Financial Management holds 1,323 shares of SCHX stock, worth $34,609. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,323
Previous 1,967 32.74%
Holding current value
$34,609
Previous $48,000 29.17%
% of portfolio
0.0%
Previous 0.01%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
SELL
$24.46 - $26.5 $15,752 - $17,066
-644 Reduced 32.74%
1,323 $34,000
Q2 2025

Jul 29, 2025
SELL
$19.6 - $24.44 $10,211 - $12,733
-521 Reduced 20.94%
1,967 $48,000
Q1 2025

Apr 24, 2025
BUY
$21.75 - $24.28 $108 - $121
5 Added 0.2%
2,488 $54,000
Q4 2024

Jan 29, 2025
BUY
$22.4 - $68.28 $37,116 - $113,139
1,657 Added 200.61%
2,483 $57,000
Q3 2024

Oct 24, 2024
BUY
$61.11 - $67.85 $244 - $271
4 Added 0.49%
826 $56,000
Q1 2024

Apr 30, 2024
BUY
$55.41 - $62.08 $110 - $124
2 Added 0.24%
822 $51,000
Q4 2023

Jan 25, 2024
BUY
$48.47 - $56.6 $145 - $169
3 Added 0.37%
820 $46,000
Q3 2023

Oct 23, 2023
BUY
$50.36 - $54.21 $100 - $108
2 Added 0.25%
817 $41,000
Q2 2023

Aug 07, 2023
BUY
$47.67 - $52.37 $95 - $104
2 Added 0.25%
815 $42,000
Q1 2023

May 08, 2023
BUY
$44.78 - $49.41 $89 - $98
2 Added 0.25%
813 $39,000
Q4 2022

Feb 13, 2023
SELL
$42.25 - $48.16 $8,914 - $10,161
-211 Reduced 20.65%
811 $36,000
Q1 2022

May 04, 2022
BUY
$49.51 - $57.27 $39,954 - $46,216
807 Added 375.35%
1,022 $55,000
Q4 2020

Feb 10, 2021
SELL
$39.35 - $45.48 $6,886 - $7,958
-175 Reduced 44.87%
215 $20,000
Q3 2020

Nov 12, 2020
BUY
$37.26 - $43.03 $14,531 - $16,781
390 New
390 $31,000

Others Institutions Holding SCHX

# of Institutions
1,574
Shares Held
1.13B
Call Options Held
68.6K
Put Options Held
200
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 Tfc Financial Management Portfolio

Follow Tfc Financial Management 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 Tfc Financial Management, based on Form 13F filings with the SEC.

News

Stay updated on Tfc Financial Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email