Thrive Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History

Thrive Wealth Management, LLC

$609 Million
Q2 2025

A detailed history of Thrive Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Thrive Wealth Management, LLC holds 199,610 shares of SCHX stock, worth $5.03 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares

199,610

Previous 198,502 0.56%

Holding current value

$5.03 Million

Previous $4.36 Million 11.91%

% of portfolio

0.8%

Previous 0.84%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 09, 2025	BUY	$19.6 - $24.44 $21,716 - $27,079	1,108 Added 0.56%	199,610 $4.88 Million
Q1 2025 Apr 10, 2025	BUY	$21.75 - $24.28 $371,142 - $414,313	17,064 Added 9.4%	198,502 $4.36 Million
Q4 2024 Jan 16, 2025	BUY	$22.4 - $68.28 $2.73 Million - $8.34 Million	122,095 Added 205.74%	181,438 $4.21 Million
Q3 2024 Oct 04, 2024	SELL	$61.11 - $67.85 $2,199 - $2,442	-36 Reduced 0.06%	59,343 $4.03 Million
Q2 2024 Jul 12, 2024	BUY	$58.7 - $64.78 $113,760 - $125,543	1,938 Added 3.37%	59,379 $3.82 Million
Q1 2024 Apr 15, 2024	BUY	$55.41 - $62.08 $1.38 Million - $1.55 Million	24,963 Added 76.86%	57,441 $3.56 Million
Q4 2023 Jan 09, 2024	BUY	$48.47 - $56.6 $1.05 Million - $1.23 Million	21,689 Added 201.03%	32,478 $1.83 Million
Q3 2023 Oct 13, 2023	BUY	$50.36 - $54.21 $57,914 - $62,341	1,150 Added 11.93%	10,789 $545,000
Q2 2023 Jul 11, 2023	SELL	$47.67 - $52.37 $42,330 - $46,504	-888 Reduced 8.44%	9,639 $504,000
Q1 2023 Apr 07, 2023	SELL	$44.78 - $49.41 $1,388 - $1,531	-31 Reduced 0.29%	10,527 $509,000
Q4 2022 Jan 25, 2023	BUY	$42.25 - $48.16 $57,755 - $65,834	1,367 Added 14.87%	10,558 $0
Q3 2022 Oct 24, 2022	SELL	$42.35 - $51.01 $18,591 - $22,393	-439 Reduced 4.56%	9,191 $389,000
Q2 2022 Jul 11, 2022	SELL	$43.35 - $54.51 $193,297 - $243,060	-4,459 Reduced 31.65%	9,630 $430,000
Q1 2022 May 02, 2022	BUY	$49.51 - $57.27 $471,731 - $545,668	9,528 Added 208.9%	14,089 $759,000
Q4 2021 Feb 14, 2022	BUY	$51.9 - $57.29 $236,715 - $261,299	4,561 New	4,561 $519,000

Others Institutions Holding SCHX

# of Institutions

1,552

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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Thrive Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History