Valued Wealth Advisors LLC Schwab Strategic Tr Us Large C Transaction History

Valued Wealth Advisors LLC

  • $192 Billion
  • Q2 2025

A detailed history of Valued Wealth Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 846 shares of SCHX stock, worth $21,327. This represents 0.01% of its overall portfolio holdings.

Number of Shares
846
Previous 1,962 56.88%
Holding current value
$21,327
Previous $43.3 Million 52.27%
% of portfolio
0.01%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
SELL
$19.6 - $24.44 $21,873 - $27,275
-1,116 Reduced 56.88%
846 $20.7 Million
Q1 2025

May 01, 2025
BUY
$21.75 - $24.28 $42,673 - $47,637
1,962 New
1,962 $43.3 Million

Others Institutions Holding SCHX

# of Institutions
1,540
Shares Held
1.13B
Call Options Held
53.9K
Put Options Held
5.4K
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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