Badgley Phelps Wealth Managers, LLC Schwab Strategic Tr Us Large C Transaction History

Badgley Phelps Wealth Managers, LLC

  • $4.67 Billion
  • Q3 2025

A detailed history of Badgley Phelps Wealth Managers, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Badgley Phelps Wealth Managers, LLC holds 58,820 shares of SCHX stock, worth $1.56 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
58,820
Previous 59,285 0.78%
Holding current value
$1.56 Million
Previous $1.45 Million 6.98%
% of portfolio
0.03%
Previous 0.03%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
SELL
$24.46 - $26.5 $11,373 - $12,322
-465 Reduced 0.78%
58,820 $1.55 Million
Q2 2025

Jul 16, 2025
SELL
$19.6 - $24.44 $7,369 - $9,189
-376 Reduced 0.63%
59,285 $1.45 Million
Q1 2025

Apr 30, 2025
BUY
$21.75 - $24.28 $3,175 - $3,544
146 Added 0.25%
59,661 $1.32 Million
Q4 2024

Feb 10, 2025
BUY
$22.4 - $68.28 $835,318 - $2.55 Million
37,291 Added 167.8%
59,515 $1.38 Million
Q3 2024

Oct 17, 2024
SELL
$61.11 - $67.85 $80,542 - $89,426
-1,318 Reduced 5.6%
22,224 $1.51 Million
Q2 2024

Aug 13, 2024
SELL
$58.7 - $64.78 $20,545 - $22,673
-350 Reduced 1.46%
23,542 $1.51 Million
Q1 2024

May 15, 2024
SELL
$55.41 - $62.08 $141,295 - $158,304
-2,550 Reduced 9.64%
23,892 $1.48 Million
Q4 2023

Feb 14, 2024
BUY
$48.47 - $56.6 $12,020 - $14,036
248 Added 0.95%
26,442 $1.49 Million
Q3 2023

Nov 02, 2023
BUY
$50.36 - $54.21 $236,994 - $255,112
4,706 Added 21.9%
26,194 $1.33 Million
Q2 2023

Aug 14, 2023
SELL
$47.67 - $52.37 $46,668 - $51,270
-979 Reduced 4.36%
21,488 $1.13 Million
Q1 2023

Apr 28, 2023
BUY
$44.78 - $49.41 $72,409 - $79,895
1,617 Added 7.76%
22,467 $1.09 Million
Q4 2022

Jan 27, 2023
SELL
$42.25 - $48.16 $25,350 - $28,895
-600 Reduced 2.8%
20,850 $0
Q3 2022

Nov 09, 2022
SELL
$42.35 - $51.01 $59,755 - $71,975
-1,411 Reduced 6.17%
21,450 $908,000
Q2 2022

Aug 01, 2022
BUY
$43.35 - $54.51 $182,676 - $229,705
4,214 Added 22.6%
22,861 $1.02 Million
Q1 2022

May 09, 2022
BUY
$49.51 - $57.27 $452,966 - $523,963
9,149 Added 96.33%
18,647 $1 Million
Q4 2021

Feb 08, 2022
BUY
$51.9 - $57.29 $622 - $687
12 Added 0.13%
9,498 $1.08 Million
Q3 2021

Nov 29, 2021
BUY
$51.52 - $54.94 $488,718 - $521,160
9,486 New
9,486 $987,000

Others Institutions Holding SCHX

# of Institutions
1,634
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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