Transform Wealth, LLC Schwab Strategic Tr Us Large C Transaction History

Transform Wealth, LLC

$1.6 Billion
Q1 2025

A detailed history of Transform Wealth, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Transform Wealth, LLC holds 36,168 shares of SCHX stock, worth $946,154. This represents 0.05% of its overall portfolio holdings.

Number of Shares

36,168

Previous 37,126 2.58%

Holding current value

$946,154

Previous $860,000 7.67%

% of portfolio

0.05%

Previous 0.05%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	SELL	$21.75 - $24.28 $20,836 - $23,260	-958 Reduced 2.58%	36,168 $794,000
Q4 2024 Jan 16, 2025	BUY	$22.4 - $68.28 $558,297 - $1.7 Million	24,924 Added 204.26%	37,126 $860,000
Q3 2024 Oct 15, 2024	SELL	$61.11 - $67.85 $61,415 - $68,189	-1,005 Reduced 7.61%	12,202 $827,000
Q2 2024 Jul 15, 2024	BUY	$58.7 - $64.78 $24,184 - $26,689	412 Added 3.22%	13,207 $848,000
Q1 2024 Apr 15, 2024	SELL	$55.41 - $62.08 $6,427 - $7,201	-116 Reduced 0.9%	12,795 $794,000
Q4 2023 Jan 18, 2024	BUY	$48.47 - $56.6 $8,288 - $9,678	171 Added 1.34%	12,911 $728,000
Q3 2023 Oct 10, 2023	SELL	$50.36 - $54.21 $50,662 - $54,535	-1,006 Reduced 7.32%	12,740 $644,000
Q2 2023 Jul 13, 2023	SELL	$47.67 - $52.37 $58,443 - $64,205	-1,226 Reduced 8.19%	13,746 $719,000
Q1 2023 Apr 14, 2023	BUY	$44.78 - $49.41 $317,355 - $350,168	7,087 Added 89.88%	14,972 $724,000
Q4 2022 Jan 12, 2023	SELL	$42.25 - $48.16 $214,334 - $244,315	-5,073 Reduced 39.15%	7,885 $0
Q3 2022 Oct 21, 2022	BUY	$42.35 - $51.01 $21,132 - $25,453	499 Added 4.01%	12,958 $549,000
Q2 2022 Jul 15, 2022	SELL	$43.35 - $54.51 $30,648 - $38,538	-707 Reduced 5.37%	12,459 $556,000
Q1 2022 Apr 25, 2022	BUY	$49.51 - $57.27 $325,924 - $377,008	6,583 Added 100.0%	13,166 $709,000
Q4 2021 Jan 26, 2022	SELL	$51.9 - $57.29 $41,104 - $45,373	-792 Reduced 10.74%	6,583 $749,000
Q3 2021 Oct 15, 2021	SELL	$51.52 - $54.94 $4,585 - $4,889	-89 Reduced 1.19%	7,375 $767,000
Q2 2021 Jul 20, 2021	SELL	$48.62 - $52.01 $33,401 - $35,730	-687 Reduced 8.43%	7,464 $776,000
Q1 2021 Apr 22, 2021	SELL	$44.9 - $48.34 $9,967 - $10,731	-222 Reduced 2.65%	8,151 $783,000
Q4 2020 Jan 20, 2021	SELL	$39.35 - $45.48 $57,923 - $66,946	-1,472 Reduced 14.95%	8,373 $762,000
Q3 2020 Oct 21, 2020	BUY	$37.26 - $43.03 $59,280 - $68,460	1,591 Added 19.28%	9,845 $794,000
Q2 2020 Jul 22, 2020	SELL	$29.25 - $38.76 $69,556 - $92,171	-2,378 Reduced 22.37%	8,254 $612,000
Q1 2020 Apr 30, 2020	SELL	$26.61 - $40.52 $4,683 - $7,131	-176 Reduced 1.63%	10,632 $651,000
Q4 2019 Jan 24, 2020	SELL	$34.42 - $38.54 $43,438 - $48,637	-1,262 Reduced 10.46%	10,808 $830,000
Q2 2019 Jul 30, 2019	SELL	N/A	-5,415 Reduced 30.97%	12,070 $847,000
Q1 2019 Apr 12, 2019	SELL	N/A	-45 Reduced 0.26%	17,485 $1.18 Million
Q3 2017 Oct 19, 2017	BUY	N/A	17,530	17,530 $1.05 Million

Others Institutions Holding SCHX

# of Institutions

1,569

Shares Held

1.13B

Call Options Held

68.6K

Put Options Held

200

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
Sector ETFs
Industry ETFs

More about SCHX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Transform Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Transform Wealth, LLC with notifications on news.

Account

Transform Wealth, LLC Schwab Strategic Tr Us Large C Transaction History