Yhb Investment Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History

Yhb Investment Advisors, Inc.

$1.26 Billion
Q2 2025

A detailed history of Yhb Investment Advisors, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Yhb Investment Advisors, Inc. holds 144,493 shares of SCHX stock, worth $3.65 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

144,493

Previous 122,152 18.29%

Holding current value

$3.65 Million

Previous $2.7 Million 30.92%

% of portfolio

0.28%

Previous 0.23%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 10, 2025	BUY	$19.6 - $24.44 $437,883 - $546,014	22,341 Added 18.29%	144,493 $3.53 Million
Q1 2025 Apr 22, 2025	BUY	$21.75 - $24.28 $209,626 - $234,010	9,638 Added 8.57%	122,152 $2.7 Million
Q4 2024 Jan 22, 2025	BUY	$22.4 - $68.28 $1.84 Million - $5.62 Million	82,321 Added 272.65%	112,514 $2.61 Million
Q3 2024 Oct 22, 2024	BUY	$61.11 - $67.85 $90,137 - $100,078	1,475 Added 5.14%	30,193 $2.05 Million
Q2 2024 Aug 01, 2024	BUY	$58.7 - $64.78 $24,301 - $26,818	414 Added 1.46%	28,718 $1.85 Million
Q1 2024 Aug 14, 2024	SELL	$55.41 - $62.08 $22,939 - $25,701	-414 Reduced 1.44%	28,304 $1.76 Million
Q1 2024 Apr 26, 2024	BUY	$55.41 - $62.08 $10,915 - $12,229	197 Added 0.7%	28,304 $1.76 Million
Q4 2023 Jan 29, 2024	SELL	$48.47 - $56.6 $29,615 - $34,582	-611 Reduced 2.13%	28,107 $1.59 Million
Q3 2023 Oct 23, 2023	BUY	$50.36 - $54.21 $113,561 - $122,243	2,255 Added 8.52%	28,718 $1.45 Million
Q2 2023 Aug 10, 2023	SELL	$47.67 - $52.37 $33,798 - $37,130	-709 Reduced 2.61%	26,463 $1.39 Million
Q1 2023 May 08, 2023	SELL	$44.78 - $49.41 $102,635 - $113,247	-2,292 Reduced 7.78%	27,172 $1.31 Million
Q4 2022 Jan 12, 2023	BUY	$42.25 - $48.16 $342,858 - $390,818	8,115 Added 38.01%	29,464 $0
Q3 2022 Nov 03, 2022	BUY	$42.35 - $51.01 $98,590 - $118,751	2,328 Added 12.24%	21,349 $904,000
Q2 2022 Jul 14, 2022	SELL	$43.35 - $54.51 $433 - $545	-10 Reduced 0.05%	19,021 $849,000
Q1 2022 Apr 14, 2022	BUY	$49.51 - $57.27 $452,966 - $523,963	9,149 Added 92.58%	19,031 $1.03 Million
Q4 2021 Jan 18, 2022	SELL	$51.9 - $57.29 $3,010 - $3,322	-58 Reduced 0.58%	9,882 $1.13 Million
Q3 2021 Oct 28, 2021	BUY	$51.52 - $54.94 $25,141 - $26,810	488 Added 5.16%	9,940 $1.03 Million
Q2 2021 Jul 15, 2021	BUY	$48.62 - $52.01 $15,655 - $16,747	322 Added 3.53%	9,452 $983,000
Q1 2021 Apr 22, 2021	BUY	$44.9 - $48.34 $10,012 - $10,779	223 Added 2.5%	9,130 $926,000
Q4 2020 Jan 21, 2021	BUY	$39.35 - $45.48 $1,692 - $1,955	43 Added 0.49%	8,907 $810,000
Q3 2020 Nov 02, 2020	BUY	$37.26 - $43.03 $330,272 - $381,417	8,864 New	8,864 $715,000

Others Institutions Holding SCHX

# of Institutions

1,530

Shares Held

1.13B

Call Options Held

53.9K

Put Options Held

5.49K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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Yhb Investment Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History