Balance Wealth, LLC Schwab Strategic Tr Us Large C Transaction History

Balance Wealth, LLC

  • $312 Billion
  • Q4 2025

A detailed history of Balance Wealth, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Balance Wealth, LLC holds 526,696 shares of SCHX stock, worth $14 Million. This represents 4.55% of its overall portfolio holdings.

Number of Shares
526,696
Previous 521,686 0.96%
Holding current value
$14 Million
Previous $13.7 Billion 3.15%
% of portfolio
4.55%
Previous 3.39%

Shares

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

Jan 21, 2026
BUY
$25.85 - $27.19 $129,508 - $136,221
5,010 Added 0.96%
526,696 $14.2 Billion
Q3 2025

Oct 20, 2025
SELL
$24.46 - $26.5 $585,132 - $633,933
-23,922 Reduced 4.38%
521,686 $13.7 Billion
Q2 2025

Aug 13, 2025
BUY
$19.6 - $24.44 $360,208 - $449,158
18,378 Added 3.49%
545,608 $13.3 Billion
Q1 2025

Apr 23, 2025
BUY
$21.75 - $24.28 $11.5 Million - $12.8 Million
527,230 New
527,230 $11.6 Billion

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

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
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