Verity Wealth Advisors Schwab Strategic Tr Us Large C Transaction History

Verity Wealth Advisors

$135 Million
Q1 2025

A detailed history of Verity Wealth Advisors transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Verity Wealth Advisors holds 130,640 shares of SCHX stock, worth $3.04 Million. This represents 2.14% of its overall portfolio holdings.

Number of Shares

130,640

Previous 134,751 3.05%

Holding current value

$3.04 Million

Previous $3.12 Million 7.65%

% of portfolio

2.14%

Previous 2.26%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	SELL	$21.75 - $24.28 $89,414 - $99,815	-4,111 Reduced 3.05%	130,640 $2.88 Million
Q4 2024 Feb 07, 2025	BUY	$22.4 - $68.28 $2.01 Million - $6.13 Million	89,834 Added 200.0%	134,751 $3.12 Million
Q1 2024 Apr 04, 2024	SELL	$55.41 - $62.08 $15,791 - $17,692	-285 Reduced 0.63%	44,917 $2.79 Million
Q3 2023 Oct 26, 2023	SELL	$50.36 - $54.21 $105,554 - $113,624	-2,096 Reduced 4.43%	45,202 $2.29 Million
Q2 2023 Jul 27, 2023	BUY	$47.67 - $52.37 $8,723 - $9,583	183 Added 0.39%	47,298 $2.48 Million
Q2 2022 Jul 12, 2022	BUY	$43.35 - $54.51 $316,931 - $398,522	7,311 Added 18.37%	47,115 $2.1 Million
Q1 2022 Apr 11, 2022	BUY	$49.51 - $57.27 $985,348 - $1.14 Million	19,902 Added 100.0%	39,804 $2.14 Million
Q4 2021 Jan 20, 2022	SELL	$51.9 - $57.29 $934 - $1,031	-18 Reduced 0.09%	19,902 $2.27 Million
Q3 2021 Oct 14, 2021	SELL	$51.52 - $54.94 $66,666 - $71,092	-1,294 Reduced 6.1%	19,920 $2.07 Million
Q2 2021 Aug 03, 2021	SELL	$48.62 - $52.01 $379,916 - $406,406	-7,814 Reduced 26.92%	21,214 $2.21 Million
Q1 2021 May 10, 2021	SELL	$44.9 - $48.34 $7,857 - $8,459	-175 Reduced 0.6%	29,028 $2.79 Million
Q4 2020 Feb 09, 2021	SELL	$39.35 - $45.48 $86,806 - $100,328	-2,206 Reduced 7.02%	29,203 $2.66 Million
Q3 2020 Oct 05, 2020	SELL	$37.26 - $43.03 $95,795 - $110,630	-2,571 Reduced 7.57%	31,409 $2.53 Million
Q2 2020 Jul 21, 2020	SELL	$29.25 - $38.76 $125,862 - $166,784	-4,303 Reduced 11.24%	33,980 $2.52 Million
Q1 2020 Apr 13, 2020	SELL	$26.61 - $40.52 $1.07 Million - $1.64 Million	-40,382 Reduced 51.33%	38,283 $2.35 Million
Q4 2019 Jan 14, 2020	BUY	$34.42 - $38.54 $143,806 - $161,020	4,178 Added 5.61%	78,665 $6.04 Million
Q3 2019 Oct 11, 2019	SELL	$35.28 - $36.01 $110,355 - $112,639	-3,128 Reduced 4.03%	74,487 $5.28 Million
Q2 2019 Aug 01, 2019	BUY	N/A	26,563 Added 52.03%	77,615 $5.45 Million
Q1 2019 Apr 03, 2019	BUY	N/A	5,979 Added 13.27%	51,052 $3.45 Million
Q4 2018 Jan 25, 2019	BUY	N/A	45,073 New	45,073 $2.69 Million

Others Institutions Holding SCHX

# of Institutions

1,499

Shares Held

1.15B

Call Options Held

53.9K

Put Options Held

5.49K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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Verity Wealth Advisors Schwab Strategic Tr Us Large C Transaction History