Visionary Wealth Advisors Schwab Strategic Tr Us Large C Transaction History

Visionary Wealth Advisors

$1.82 Billion
Q2 2025

A detailed history of Visionary Wealth Advisors transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Visionary Wealth Advisors holds 154,799 shares of SCHX stock, worth $4.05 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

154,799

Previous 143,056 8.21%

Holding current value

$4.05 Million

Previous $3.16 Million 19.79%

% of portfolio

0.21%

Previous 0.2%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$19.6 - $24.44 $230,162 - $286,998	11,743 Added 8.21%	154,799 $3.78 Million
Q1 2025 May 14, 2025	BUY	$21.75 - $24.28 $240,729 - $268,731	11,068 Added 8.39%	143,056 $3.16 Million
Q4 2024 Feb 13, 2025	BUY	$22.4 - $68.28 $2.03 Million - $6.18 Million	90,442 Added 217.69%	131,988 $3.06 Million
Q3 2024 Nov 12, 2024	BUY	$61.11 - $67.85 $9,044 - $10,041	148 Added 0.36%	41,546 $2.82 Million
Q2 2024 Aug 13, 2024	BUY	$58.7 - $64.78 $176,863 - $195,182	3,013 Added 7.85%	41,398 $2.66 Million
Q1 2024 May 15, 2024	BUY	$55.41 - $62.08 $157,586 - $176,555	2,844 Added 8.0%	38,385 $2.38 Million
Q4 2023 Feb 14, 2024	BUY	$48.47 - $56.6 $134,843 - $157,461	2,782 Added 8.49%	35,541 $2 Million
Q3 2023 Nov 13, 2023	BUY	$50.36 - $54.21 $221,432 - $238,361	4,397 Added 15.5%	32,759 $1.66 Million
Q2 2023 Aug 11, 2023	BUY	$47.67 - $52.37 $32,129 - $35,297	674 Added 2.43%	28,362 $1.49 Million
Q1 2023 May 15, 2023	BUY	$44.78 - $49.41 $96,635 - $106,626	2,158 Added 8.45%	27,688 $1.34 Million
Q4 2022 Feb 13, 2023	BUY	$42.25 - $48.16 $181,675 - $207,087	4,300 Added 20.25%	25,530 $1.15 Million
Q3 2022 Nov 14, 2022	BUY	$42.35 - $51.01 $17,617 - $21,220	416 Added 2.0%	21,230 $899,000
Q2 2022 Aug 12, 2022	SELL	$43.35 - $54.51 $17,123 - $21,531	-395 Reduced 1.86%	20,814 $930,000
Q1 2022 May 12, 2022	BUY	$49.51 - $57.27 $636,896 - $736,721	12,864 Added 154.15%	21,209 $1.14 Million
Q4 2021 Feb 14, 2022	BUY	$51.9 - $57.29 $52,834 - $58,321	1,018 Added 13.89%	8,345 $950,000
Q3 2021 Nov 12, 2021	BUY	$51.52 - $54.94 $73,673 - $78,564	1,430 Added 24.25%	7,327 $762,000
Q2 2021 Aug 13, 2021	SELL	$48.62 - $52.01 $66,949 - $71,617	-1,377 Reduced 18.93%	5,897 $613,000
Q1 2021 May 18, 2021	SELL	$44.9 - $48.34 $68,966 - $74,250	-1,536 Reduced 17.43%	7,274 $699,000
Q4 2020 Feb 16, 2021	SELL	$39.35 - $45.48 $101,837 - $117,702	-2,588 Reduced 22.71%	8,810 $801,000
Q3 2020 Nov 16, 2020	BUY	$37.26 - $43.03 $18,853 - $21,773	506 Added 4.65%	11,398 $919,000
Q2 2020 Aug 14, 2020	SELL	$29.25 - $38.76 $3.39 Million - $4.49 Million	-115,912 Reduced 91.41%	10,892 $807,000
Q1 2020 May 15, 2020	SELL	$26.61 - $40.52 $1.14 Million - $1.73 Million	-42,792 Reduced 25.23%	126,804 $7.77 Million
Q4 2019 Feb 14, 2020	BUY	$34.42 - $38.54 $5.84 Million - $6.54 Million	169,596 New	169,596 $13 Million

Others Institutions Holding SCHX

# of Institutions

1,590

Shares Held

1.14B

Call Options Held

68.6K

Put Options Held

200

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About SCHWAB STRATEGIC TR US LARGE-C

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Visionary Wealth Advisors Schwab Strategic Tr Us Large C Transaction History