Wilkins Miller Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History

Wilkins Miller Wealth Management, LLC

  • $147 Billion
  • Q2 2025

A detailed history of Wilkins Miller Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wilkins Miller Wealth Management, LLC holds 606,647 shares of SCHX stock, worth $15.9 Million. This represents 10.09% of its overall portfolio holdings.

Number of Shares
606,647
Previous 569,000 6.62%
Holding current value
$15.9 Million
Previous $12.6 Billion 18.01%
% of portfolio
10.09%
Previous 9.44%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$19.6 - $24.44 $737,881 - $920,092
37,647 Added 6.62%
606,647 $14.8 Billion
Q1 2025

May 13, 2025
BUY
$21.75 - $24.28 $107,031 - $119,481
4,921 Added 0.87%
569,000 $12.6 Billion
Q4 2024

Feb 24, 2025
BUY
$22.4 - $68.28 $12.6 Million - $38.5 Million
564,079 New
564,079 $13.1 Billion

Others Institutions Holding SCHX

# of Institutions
1,590
Shares Held
1.14B
Call Options Held
68.6K
Put Options Held
200
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 Wilkins Miller Wealth Management, LLC Portfolio

Follow Wilkins Miller Wealth Management, LLC 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 Wilkins Miller Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wilkins Miller Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email