Up Strategic Wealth Investment Advisors LLC Schwab Strategic Tr Us Large C Transaction History

Up Strategic Wealth Investment Advisors LLC

  • $133 Billion
  • Q3 2025

A detailed history of Up Strategic Wealth Investment Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Up Strategic Wealth Investment Advisors LLC holds 679,208 shares of SCHX stock, worth $18 Million. This represents 13.41% of its overall portfolio holdings.

Number of Shares
679,208
Previous 644,696 5.35%
Holding current value
$18 Million
Previous $15.8 Billion 13.59%
% of portfolio
13.41%
Previous 12.29%

Shares

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

Nov 19, 2025
BUY
$24.46 - $26.5 $844,163 - $914,568
34,512 Added 5.35%
679,208 $17.9 Billion
Q2 2025

Aug 12, 2025
BUY
$19.6 - $24.44 $1.57 Million - $1.96 Million
80,332 Added 14.23%
644,696 $15.8 Billion
Q1 2025

May 15, 2025
BUY
$21.75 - $24.28 $3.46 Million - $3.87 Million
159,269 Added 39.32%
564,364 $12.5 Billion
Q4 2024

Feb 14, 2025
BUY
$22.4 - $68.28 $6.05 Million - $18.4 Million
270,186 Added 200.27%
405,095 $9.39 Billion
Q3 2024

Nov 14, 2024
BUY
$61.11 - $67.85 $329,199 - $365,507
5,387 Added 4.16%
134,909 $9.15 Billion
Q2 2024

Aug 12, 2024
BUY
$58.7 - $64.78 $833,892 - $920,264
14,206 Added 12.32%
129,522 $8.32 Billion
Q1 2024

May 15, 2024
BUY
$55.41 - $62.08 $506,391 - $567,349
9,139 Added 8.61%
115,316 $7.16 Billion
Q4 2023

Feb 13, 2024
BUY
$48.47 - $56.6 $5.15 Million - $6.01 Million
106,177 New
106,177 $5.99 Billion

Others Institutions Holding SCHX

# of Institutions
1,631
Shares Held
1.14B
Call Options Held
64.2K
Put Options Held
12K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
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