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

Up Strategic Wealth Investment Advisors LLC

$112 Billion
Q1 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 564,364 shares of SCHX stock, worth $13.3 Million. This represents 11.08% of its overall portfolio holdings.

Number of Shares

564,364

Previous 405,095 39.32%

Holding current value

$13.3 Million

Previous $9.39 Billion 32.71%

% of portfolio

11.08%

Previous 9.39%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,500

Shares Held

1.15B

Call Options Held

53.9K

Put Options Held

5.49K

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 Up Strategic Wealth Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Up Strategic Wealth Investment Advisors LLC with notifications on news.

Account

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