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 $14.2 Million. This represents 11.08% of its overall portfolio holdings.

Number of Shares

564,364

Previous 405,095 39.32%

Holding current value

$14.2 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

1,536

Shares Held

1.13B

Call Options Held

53.9K

Put Options Held

5.4K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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