Plum Street Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Plum Street Advisors, LLC

  • $259 Billion
  • Q3 2025

A detailed history of Plum Street Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Plum Street Advisors, LLC holds 13,958 shares of SCHX stock, worth $370,445. This represents 0.14% of its overall portfolio holdings.

Number of Shares
13,958
Previous 13,958 -0.0%
Holding current value
$370,445
Previous $341 Million 7.77%
% of portfolio
0.14%
Previous 0.15%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
SELL
$19.6 - $24.44 $4,233 - $5,279
-216 Reduced 1.52%
13,958 $341 Million
Q4 2024

May 29, 2025
BUY
$22.4 - $68.28 $211,657 - $645,177
9,449 Added 199.98%
14,174 $329 Million
Q1 2024

May 29, 2025
SELL
$55.41 - $62.08 $18,728 - $20,983
-338 Reduced 6.68%
4,725 $321 Million
Q4 2023

May 29, 2025
BUY
$48.47 - $56.6 $245,403 - $286,565
5,063 New
5,063 $286 Million

Others Institutions Holding SCHX

# of Institutions
1,631
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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