National Wealth Management Group, LLC Schwab Strategic Tr Us Large C Transaction History

National Wealth Management Group, LLC

$289 Billion
Q4 2025

A detailed history of National Wealth Management Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, National Wealth Management Group, LLC holds 35,504 shares of SCHX stock, worth $942,276. This represents 0.33% of its overall portfolio holdings.

Number of Shares

35,504

Previous 36,073 1.58%

Holding current value

$942,276

Previous $950 Million 0.55%

% of portfolio

0.33%

Previous 0.36%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	SELL	$25.85 - $27.19 $14,708 - $15,471	-569 Reduced 1.58%	35,504 $955 Million
Q3 2025 Oct 31, 2025	BUY	$24.46 - $26.5 $143,726 - $155,714	5,876 Added 19.46%	36,073 $950 Million
Q2 2025 Sep 25, 2025	BUY	$19.6 - $24.44 $159,759 - $199,210	8,151 Added 36.97%	30,197 $738 Million
Q1 2025 May 15, 2025	BUY	$21.75 - $24.28 $90,262 - $100,762	4,150 Added 23.19%	22,046 $487 Million
Q4 2024 Feb 12, 2025	BUY	$22.4 - $68.28 $302,198 - $921,165	13,491 Added 306.27%	17,896 $415 Million

Q3 2024 Nov 13, 2024	BUY	$61.11 - $67.85 $269,189 - $298,879	4,405 New	4,405 $299 Million

Others Institutions Holding SCHX

# of Institutions

1,639

Shares Held

1.14B

Call Options Held

64.2K

Put Options Held

12K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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National Wealth Management Group, LLC Schwab Strategic Tr Us Large C Transaction History