Tobias Financial Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History

Tobias Financial Advisors, Inc.

$569 Million
Q2 2025

A detailed history of Tobias Financial Advisors, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Tobias Financial Advisors, Inc. holds 16,882 shares of SCHX stock, worth $447,035. This represents 0.07% of its overall portfolio holdings.

Number of Shares

16,882

Previous 16,881 0.01%

Holding current value

$447,035

Previous $372,000 10.75%

% of portfolio

0.07%

Previous 0.07%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$19.6 - $24.44 $19 - $24	1 Added 0.01%	16,882 $412,000
Q1 2025 May 15, 2025	BUY	$21.75 - $24.28 $108,423 - $121,035	4,985 Added 41.9%	16,881 $372,000
Q4 2024 Feb 13, 2025	BUY	$22.4 - $68.28 $178,752 - $544,874	7,980 Added 203.78%	11,896 $275,000
Q3 2024 Oct 30, 2024	SELL	$61.11 - $67.85 $6,844 - $7,599	-112 Reduced 2.78%	3,916 $265,000
Q1 2024 May 02, 2024	SELL	$55.41 - $62.08 $2,659 - $2,979	-48 Reduced 1.18%	4,028 $249,000
Q2 2023 Aug 03, 2023	BUY	$47.67 - $52.37 $194,302 - $213,460	4,076 New	4,076 $213,000

Others Institutions Holding SCHX

# of Institutions

1,567

Shares Held

1.13B

Call Options Held

68.6K

Put Options Held

200

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
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Tobias Financial Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History