Wetherby Asset Management Inc Schwab Strategic Tr Us Large C Transaction History

Wetherby Asset Management Inc

  • $2.38 Billion
  • Q3 2025

A detailed history of Wetherby Asset Management Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wetherby Asset Management Inc holds 8,855 shares of SCHX stock, worth $235,011. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,855
Previous 8,729 1.44%
Holding current value
$235,011
Previous $213,000 9.39%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$24.46 - $26.5 $3,081 - $3,339
126 Added 1.44%
8,855 $233,000
Q2 2025

Aug 14, 2025
BUY
$19.6 - $24.44 $171,088 - $213,336
8,729 New
8,729 $213,000

Others Institutions Holding SCHX

# of Institutions
1,630
Shares Held
1.14B
Call Options Held
64.2K
Put Options Held
12K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
Track This Portfolio

Track Wetherby Asset Management Inc Portfolio

Follow Wetherby Asset Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wetherby Asset Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wetherby Asset Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email