Bleakley Financial Group, LLC Schwab Strategic Tr Us Large C Transaction History

Bleakley Financial Group, LLC

$4.31 Trillion
Q3 2025

A detailed history of Bleakley Financial Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Bleakley Financial Group, LLC holds 1,796,232 shares of SCHX stock, worth $47.7 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares

1,796,232

Previous 1,636,106 9.79%

Holding current value

$47.7 Million

Previous $40 Billion 18.32%

% of portfolio

1.1%

Previous 1.02%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$24.46 - $26.5 $3.92 Million - $4.24 Million	160,126 Added 9.79%	1,796,232 $47.3 Billion
Q2 2025 Jul 30, 2025	BUY	$19.6 - $24.44 $24.3 Million - $30.3 Million	1,238,098 Added 311.07%	1,636,106 $40 Billion
Q1 2025 May 01, 2025	BUY	$21.75 - $24.28 $5.9 Million - $6.59 Million	271,312 Added 214.14%	398,008 $8.79 Billion
Q4 2024 Jan 27, 2025	BUY	$22.4 - $68.28 $1.91 Million - $5.81 Million	85,152 Added 204.97%	126,696 $2.94 Billion
Q3 2024 Oct 16, 2024	SELL	$61.11 - $67.85 $74,859 - $83,116	-1,225 Reduced 2.86%	41,544 $2.82 Billion

Q2 2024 Aug 12, 2024	BUY	$58.7 - $64.78 $146,221 - $161,366	2,491 Added 6.18%	42,769 $2.75 Billion
Q1 2024 May 08, 2024	SELL	$55.41 - $62.08 $19,559 - $21,914	-353 Reduced 0.87%	40,278 $2.5 Billion
Q4 2023 Jan 25, 2024	SELL	$48.47 - $56.6 $50,457 - $58,920	-1,041 Reduced 2.5%	40,631 $2.29 Billion
Q3 2023 Nov 14, 2023	SELL	$50.36 - $54.21 $136,727 - $147,180	-2,715 Reduced 6.12%	41,672 $2.11 Billion
Q2 2023 Aug 14, 2023	BUY	$47.67 - $52.37 $2,478 - $2,723	52 Added 0.12%	44,387 $2.32 Billion
Q1 2023 May 12, 2023	BUY	$44.78 - $49.41 $293,756 - $324,129	6,560 Added 17.37%	44,335 $2.14 Billion
Q4 2022 Feb 07, 2023	BUY	$42.25 - $48.16 $1.6 Million - $1.82 Million	37,775 New	37,775 $1.71 Billion

Others Institutions Holding SCHX

# of Institutions

1,631

Shares Held

1.14B

Call Options Held

64.2K

Put Options Held

12K

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About SCHWAB STRATEGIC TR US LARGE-C

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Bleakley Financial Group, LLC Schwab Strategic Tr Us Large C Transaction History