Vanguard Personalized Indexing Management, LLC Schwab Strategic Tr Us Large C Transaction History

Vanguard Personalized Indexing Management, LLC

$6.61 Billion
Q1 2025

A detailed history of Vanguard Personalized Indexing Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Vanguard Personalized Indexing Management, LLC holds 224,322 shares of SCHX stock, worth $5.23 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

224,322

Previous 195,534 14.72%

Holding current value

$5.23 Million

Previous $4.53 Million 9.29%

% of portfolio

0.07%

Previous 0.07%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$21.75 - $24.28 $626,139 - $698,972	28,788 Added 14.72%	224,322 $4.95 Million
Q4 2024 Feb 10, 2025	BUY	$22.4 - $68.28 $2.93 Million - $8.93 Million	130,781 Added 201.97%	195,534 $4.53 Million
Q3 2024 Nov 12, 2024	BUY	$61.11 - $67.85 $47,604 - $52,855	779 Added 1.22%	64,753 $4.39 Million
Q2 2024 Aug 12, 2024	BUY	$58.7 - $64.78 $30,054 - $33,167	512 Added 0.81%	63,974 $4.11 Million
Q1 2024 May 09, 2024	SELL	$55.41 - $62.08 $7,480 - $8,380	-135 Reduced 0.21%	63,462 $3.94 Million
Q4 2023 Feb 07, 2024	BUY	$48.47 - $56.6 $52,202 - $60,958	1,077 Added 1.72%	63,597 $3.59 Million
Q1 2023 May 10, 2023	BUY	$44.78 - $49.41 $1.82 Million - $2 Million	40,562 Added 184.73%	62,520 $3.02 Million
Q4 2022 Feb 10, 2023	SELL	$42.25 - $48.16 $61,431 - $70,024	-1,454 Reduced 6.21%	21,958 $991,000
Q3 2022 Nov 14, 2022	BUY	$42.35 - $51.01 $193,370 - $232,911	4,566 Added 24.23%	23,412 $991,000
Q2 2022 Aug 09, 2022	SELL	$43.35 - $54.51 $8,236 - $10,356	-190 Reduced 1.0%	18,846 $842,000
Q1 2022 May 16, 2022	BUY	$49.51 - $57.27 $471,236 - $545,095	9,518 Added 100.0%	19,036 $1.03 Million
Q4 2020 Jan 20, 2021	BUY	$39.35 - $45.48 $374,533 - $432,878	9,518 New	9,518 $866,000
Q4 2020 Jan 19, 2021	SELL	$39.35 - $45.48 $374,533 - $432,878	-9,518 Closed	0 $0
Q2 2020 Jul 27, 2020	BUY	$29.25 - $38.76 $278,401 - $368,917	9,518 New	9,518 $705,000

Others Institutions Holding SCHX

# of Institutions

1,500

Shares Held

1.15B

Call Options Held

53.9K

Put Options Held

5.49K

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About SCHWAB STRATEGIC TR US LARGE-C

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Vanguard Personalized Indexing Management, LLC Schwab Strategic Tr Us Large C Transaction History