Vishria Bird Financial Group, LLC Schwab Strategic Tr Us Large C Transaction History

Vishria Bird Financial Group, LLC

$267 Million
Q2 2025

A detailed history of Vishria Bird Financial Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Vishria Bird Financial Group, LLC holds 42,369 shares of SCHX stock, worth $1.13 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

42,369

Previous 43,335 2.23%

Holding current value

$1.13 Million

Previous $956,000 8.26%

% of portfolio

0.39%

Previous 0.36%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 07, 2025	SELL	$19.6 - $24.44 $18,933 - $23,609	-966 Reduced 2.23%	42,369 $1.04 Million
Q4 2024 Jan 21, 2025	BUY	$22.4 - $68.28 $647,136 - $1.97 Million	28,890 Added 200.0%	43,335 $1.01 Million
Q3 2024 Nov 06, 2024	BUY	$61.11 - $67.85 $523,590 - $581,338	8,568 Added 145.79%	14,445 $980,000
Q1 2024 Apr 22, 2024	SELL	$55.41 - $62.08 $664 - $744	-12 Reduced 0.2%	5,877 $365,000
Q4 2023 Jan 25, 2024	SELL	$48.47 - $56.6 $727 - $849	-15 Reduced 0.25%	5,889 $332,000
Q3 2023 Oct 26, 2023	SELL	$50.36 - $54.21 $3,071 - $3,306	-61 Reduced 1.02%	5,904 $299,000
Q1 2023 Apr 17, 2023	SELL	$44.78 - $49.41 $7.47 Million - $8.24 Million	-166,706 Reduced 96.55%	5,965 $289,000
Q4 2022 Feb 01, 2023	SELL	$42.25 - $48.16 $56,868 - $64,823	-1,346 Reduced 0.77%	172,671 $7.8 Million
Q3 2022 Oct 27, 2022	SELL	$42.35 - $51.01 $51,370 - $61,875	-1,213 Reduced 0.69%	174,017 $7.37 Million
Q2 2022 Aug 04, 2022	SELL	$43.35 - $54.51 $103,346 - $129,951	-2,384 Reduced 1.34%	175,230 $7.83 Million
Q1 2022 May 03, 2022	BUY	$49.51 - $57.27 $8.65 Million - $10 Million	174,756 Added 6114.63%	177,614 $9.57 Million
Q4 2021 Jan 27, 2022	SELL	$51.9 - $57.29 $14,635 - $16,155	-282 Reduced 8.98%	2,858 $325,000
Q3 2021 Oct 15, 2021	BUY	$51.52 - $54.94 $6,130 - $6,537	119 Added 3.94%	3,140 $327,000
Q2 2021 Aug 02, 2021	BUY	$48.62 - $52.01 $8,702 - $9,309	179 Added 6.3%	3,021 $314,000
Q1 2021 Apr 27, 2021	SELL	$44.9 - $48.34 $18,229 - $19,626	-406 Reduced 12.5%	2,842 $273,000
Q4 2020 Jan 26, 2021	SELL	$39.35 - $45.48 $6,492 - $7,504	-165 Reduced 4.83%	3,248 $295,000
Q3 2020 Nov 02, 2020	SELL	$37.26 - $43.03 $2,049 - $2,366	-55 Reduced 1.59%	3,413 $275,000
Q2 2020 Jul 20, 2020	SELL	$29.25 - $38.76 $3.47 Million - $4.59 Million	-118,462 Reduced 97.16%	3,468 $257,000
Q1 2020 Apr 13, 2020	BUY	$26.61 - $40.52 $1.82 Million - $2.77 Million	68,239 Added 127.1%	121,930 $7.47 Million
Q4 2019 Jan 09, 2020	BUY	$34.42 - $38.54 $649,574 - $727,326	18,872 Added 54.2%	53,691 $4.12 Million
Q3 2019 Oct 15, 2019	BUY	$35.28 - $36.01 $130,571 - $133,273	3,701 Added 11.89%	34,819 $2.47 Million
Q2 2019 Jul 15, 2019	BUY	N/A	1,116 Added 3.72%	31,118 $2.18 Million
Q1 2019 Apr 05, 2019	BUY	N/A	2,245 Added 8.09%	30,002 $2.03 Million
Q4 2018 Jan 17, 2019	BUY	N/A	3,997 Added 16.82%	27,757 $1.66 Million
Q3 2018 Oct 30, 2018	BUY	N/A	586 Added 2.53%	23,760 $1.65 Million
Q2 2018 Aug 06, 2018	BUY	N/A	23,174 New	23,174 $1.51 Million

Others Institutions Holding SCHX

# of Institutions

1,567

Shares Held

1.13B

Call Options Held

68.6K

Put Options Held

200

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 Vishria Bird Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vishria Bird Financial Group, LLC with notifications on news.

Account

Vishria Bird Financial Group, LLC Schwab Strategic Tr Us Large C Transaction History