Waldron Private Wealth LLC Schwab Strategic Tr Us Large C Transaction History

Waldron Private Wealth LLC

$2.28 Billion
Q2 2025

A detailed history of Waldron Private Wealth LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Waldron Private Wealth LLC holds 19,316 shares of SCHX stock, worth $511,487. This represents 0.02% of its overall portfolio holdings.

Number of Shares

19,316

Previous 18,263 5.77%

Holding current value

$511,487

Previous $403,000 17.12%

% of portfolio

0.02%

Previous 0.02%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 31, 2025	BUY	$19.6 - $24.44 $20,638 - $25,735	1,053 Added 5.77%	19,316 $472,000
Q4 2024 Jan 23, 2025	BUY	$22.4 - $68.28 $290,438 - $885,318	12,966 Added 244.78%	18,263 $423,000
Q3 2024 Oct 21, 2024	BUY	$61.11 - $67.85 $323,699 - $359,401	5,297 New	5,297 $359,000
Q4 2021 Feb 02, 2022	SELL	$51.9 - $57.29 $133,850 - $147,750	-2,579 Closed	0 $0
Q3 2021 Nov 02, 2021	SELL	$51.52 - $54.94 $19,320 - $20,602	-375 Reduced 12.69%	2,579 $268,000
Q3 2020 Nov 13, 2020	SELL	$37.26 - $43.03 $7,452 - $8,606	-200 Reduced 6.34%	2,954 $238,000
Q2 2020 Aug 11, 2020	BUY	$29.25 - $38.76 $92,254 - $122,249	3,154 New	3,154 $233,000
Q1 2020 May 05, 2020	SELL	$26.61 - $40.52 $78,605 - $119,696	-2,954 Closed	0 $0
Q2 2019 Jul 31, 2019	SELL	N/A	-148 Reduced 4.77%	2,954 $208,000
Q1 2019 May 01, 2019	SELL	N/A	-279 Reduced 8.25%	3,102 $209,000
Q4 2018 Feb 13, 2019	SELL	N/A	-514 Reduced 13.2%	3,381 $201,000
Q1 2018 May 09, 2018	SELL	N/A	-1,896 Reduced 32.74%	3,895 $245,000
Q4 2017 Jan 26, 2018	BUY	N/A	5,791	5,791 $369,000

Others Institutions Holding SCHX

# of Institutions

1,567

Shares Held

1.13B

Call Options Held

68.6K

Put Options Held

200

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About SCHWAB STRATEGIC TR US LARGE-C

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Waldron Private Wealth LLC Schwab Strategic Tr Us Large C Transaction History