Warner Financial, Inc Schwab Strategic Tr Us Large C Transaction History

Warner Financial, Inc

$268 Million
Q3 2025

A detailed history of Warner Financial, Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Warner Financial, Inc holds 11,591 shares of SCHX stock, worth $307,625. This represents 0.11% of its overall portfolio holdings.

Number of Shares

11,591

Holding current value

$307,625

% of portfolio

0.11%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 20, 2025	BUY	$24.46 - $26.5 $283,515 - $307,161	11,591 New	11,591 $305,000

Others Institutions Holding SCHX

# of Institutions

1,631

Shares Held

1.14B

Call Options Held

64.2K

Put Options Held

12K

Us Bancorp \De\

206M
Shares

$5.46 Billion
6.54% of portfolio
Creative Planning Overland Park, KS

80.7M
Shares

$2.14 Billion
1.65% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

34.8M
Shares

$923 Million
7.45% of portfolio
Hbk Sorce Advisory LLC Erie, PA

34M
Shares

$903 Million
29.65% of portfolio
Sei Investments CO Oaks, PA

31.4M
Shares

$833 Million
0.92% of portfolio

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About SCHWAB STRATEGIC TR US LARGE-C

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Warner Financial, Inc Schwab Strategic Tr Us Large C Transaction History