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

Ptm Wealth Management, LLC

  • $177 Billion
  • Q4 2025

A detailed history of Ptm Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Ptm Wealth Management, LLC holds 12,477 shares of SCHX stock, worth $331,139. This represents 0.19% of its overall portfolio holdings.

Number of Shares
12,477
Previous 12,440 0.3%
Holding current value
$331,139
Previous $331 Million 2.49%
% of portfolio
0.19%
Previous 0.2%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 09, 2026
BUY
$25.85 - $27.19 $956 - $1,006
37 Added 0.3%
12,477 $339 Million
Q3 2025

Oct 27, 2025
SELL
$24.46 - $26.5 $2,543 - $2,756
-104 Reduced 0.83%
12,440 $331 Million
Q2 2025

Jul 08, 2025
BUY
$19.6 - $24.44 $3,430 - $4,277
175 Added 1.41%
12,544 $311 Million
Q1 2025

May 07, 2025
BUY
$21.75 - $24.28 $269,025 - $300,319
12,369 New
12,369 $242 Million

Others Institutions Holding SCHX

# of Institutions
1,633
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
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More about SCHX
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