Balanced Rock Investment Advisor Schwab Strategic Tr Us Large C Transaction History

Balanced Rock Investment Advisor

$137 Billion
Q3 2025

A detailed history of Balanced Rock Investment Advisor transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 18,129 shares of SCHX stock, worth $481,143. This represents 0.35% of its overall portfolio holdings.

Number of Shares

18,129

Previous 18,135 0.03%

Holding current value

$481,143

Previous $443 Million 7.74%

% of portfolio

0.35%

Previous 0.35%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$24.46 - $26.5 $146 - $159	-6 Reduced 0.03%	18,129 $478 Million
Q2 2025 Aug 14, 2025	SELL	$19.6 - $24.44 $274 - $342	-14 Reduced 0.08%	18,135 $443 Million
Q1 2025 May 12, 2025	SELL	$21.75 - $24.28 $5,546 - $6,191	-255 Reduced 1.39%	18,149 $401 Million
Q4 2024 Feb 13, 2025	BUY	$22.4 - $68.28 $267,814 - $816,355	11,956 Added 185.42%	18,404 $427 Million
Q3 2024 Nov 13, 2024	SELL	$61.11 - $67.85 $5,499 - $6,106	-90 Reduced 1.38%	6,448 $437 Million

Q1 2024 May 13, 2024	SELL	$55.41 - $62.08 $4,654 - $5,214	-84 Reduced 1.27%	6,538 $406 Million
Q4 2023 Feb 13, 2024	BUY	$48.47 - $56.6 $320,968 - $374,805	6,622 New	6,622 $373 Million

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

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Balanced Rock Investment Advisor Schwab Strategic Tr Us Large C Transaction History