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

Balance Wealth, LLC

  • $405 Billion
  • Q3 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 521,686 shares of SCHX stock, worth $13.8 Million. This represents 3.39% of its overall portfolio holdings.

Number of Shares
521,686
Previous 545,608 4.38%
Holding current value
$13.8 Million
Previous $13.3 Billion 3.05%
% of portfolio
3.39%
Previous 7.81%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,631
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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