Walker Financial Services, Inc. Schwab Strategic Tr Us Large C Transaction History

Walker Financial Services, Inc.

$257 Billion
Q3 2025

A detailed history of Walker Financial Services, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Walker Financial Services, Inc. holds 36,005 shares of SCHX stock, worth $955,572. This represents 0.37% of its overall portfolio holdings.

Number of Shares

36,005

Previous 38,200 5.75%

Holding current value

$955,572

Previous $934 Million 1.58%

% of portfolio

0.37%

Previous 0.42%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 07, 2025	SELL	$24.46 - $26.5 $53,689 - $58,167	-2,195 Reduced 5.75%	36,005 $948 Million
Q2 2025 Jul 11, 2025	SELL	$19.6 - $24.44 $51,156 - $63,788	-2,610 Reduced 6.4%	38,200 $934 Million
Q1 2025 May 01, 2025	SELL	$21.75 - $24.28 $17,987 - $20,079	-827 Reduced 1.99%	40,810 $901 Million
Q4 2024 Jan 15, 2025	BUY	$22.4 - $68.28 $620,905 - $1.89 Million	27,719 Added 199.16%	41,637 $965 Million
Q3 2024 Oct 09, 2024	BUY	$61.11 - $67.85 $9,716 - $10,788	159 Added 1.16%	13,918 $944 Million

Q2 2024 Jul 15, 2024	SELL	$58.7 - $64.78 $27,941 - $30,835	-476 Reduced 3.34%	13,759 $884 Million
Q1 2024 Apr 11, 2024	SELL	$55.41 - $62.08 $10,306 - $11,546	-186 Reduced 1.29%	14,235 $883 Million
Q4 2023 Jan 09, 2024	SELL	$48.47 - $56.6 $581 - $679	-12 Reduced 0.08%	14,421 $813 Million
Q3 2023 Oct 11, 2023	SELL	$50.36 - $54.21 $26,086 - $28,080	-518 Reduced 3.46%	14,433 $730 Million
Q2 2023 Jul 11, 2023	SELL	$47.67 - $52.37 $1,287 - $1,413	-27 Reduced 0.18%	14,951 $783 Million
Q1 2023 May 10, 2023	BUY	$44.78 - $49.41 $670,714 - $740,062	14,978 New	14,978 $725 Million
Q3 2022 Jun 06, 2023	SELL	$42.35 - $51.01 $20,158 - $24,280	-476 Reduced 2.92%	15,802 $669 Million
Q2 2022 Jun 06, 2023	SELL	$43.35 - $54.51 $28,524 - $35,867	-658 Reduced 3.89%	16,278 $727 Million
Q1 2022 Jun 06, 2023	BUY	$49.51 - $57.27 $96,940 - $112,134	1,958 Added 13.07%	16,936 $912 Million

Others Institutions Holding SCHX

# of Institutions

1,631

Shares Held

1.14B

Call Options Held

64.2K

Put Options Held

12K

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About SCHWAB STRATEGIC TR US LARGE-C

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Walker Financial Services, Inc. Schwab Strategic Tr Us Large C Transaction History