Avion Wealth Schwab Strategic Tr Us Large C Transaction History

Avion Wealth

$466 Million
Q3 2025

A detailed history of Avion Wealth transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Avion Wealth holds 2,728 shares of SCHX stock, worth $72,401. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,728

Previous 2,728 -0.0%

Holding current value

$72,401

Previous $66,000 7.58%

% of portfolio

0.02%

Previous 0.02%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	BUY	$19.6 - $24.44 $53,468 - $66,672	2,728 New	2,728 $66,000
Q4 2024 Jan 29, 2025	BUY	$22.4 - $68.28 $40,745 - $124,201	1,819 Added 200.11%	2,728 $63,000
Q2 2024 Jul 26, 2024	SELL	$58.7 - $64.78 $3,639 - $4,016	-62 Reduced 6.39%	909 $58,000
Q1 2024 May 03, 2024	SELL	$55.41 - $62.08 $9,142 - $10,243	-165 Reduced 14.52%	971 $61,000
Q4 2023 Jan 26, 2024	SELL	$48.47 - $56.6 $204,058 - $238,286	-4,210 Reduced 78.75%	1,136 $64,000

Q3 2023 Oct 20, 2023	BUY	$50.36 - $54.21 $1,410 - $1,517	28 Added 0.53%	5,346 $270,000
Q3 2022 Oct 31, 2022	BUY	$42.35 - $51.01 $30,068 - $36,217	710 Added 15.41%	5,318 $225,000
Q2 2022 Aug 11, 2022	BUY	$43.35 - $54.51 $151,725 - $190,785	3,500 Added 315.88%	4,608 $206,000
Q1 2022 May 04, 2022	BUY	$49.51 - $57.27 $27,428 - $31,727	554 Added 100.0%	1,108 $60,000
Q3 2021 Nov 01, 2021	BUY	$51.52 - $54.94 $6,543 - $6,977	127 Added 29.74%	554 $58,000
Q1 2020 Apr 08, 2020	BUY	$26.61 - $40.52 $11,362 - $17,302	427 New	427 $26,000

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

Ticker SCHX
Sector ETFs
Industry ETFs

More about SCHX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Avion Wealth, based on Form 13F filings with the SEC.

News

Stay updated on Avion Wealth with notifications on news.

Account