Blue Bell Private Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History

Blue Bell Private Wealth Management, LLC

  • $626 Million
  • Q3 2025

A detailed history of Blue Bell Private Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 824,178 shares of SCHX stock, worth $21.9 Million. This represents 3.47% of its overall portfolio holdings.

Number of Shares
824,178
Previous 833,995 1.18%
Holding current value
$21.9 Million
Previous $20.4 Million 6.51%
% of portfolio
3.47%
Previous 3.58%

Shares

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

Oct 22, 2025
SELL
$24.46 - $26.5 $240,123 - $260,150
-9,817 Reduced 1.18%
824,178 $21.7 Million
Q2 2025

Aug 11, 2025
SELL
$19.6 - $24.44 $61,014 - $76,081
-3,113 Reduced 0.37%
833,995 $20.4 Million
Q1 2025

May 05, 2025
BUY
$21.75 - $24.28 $16,203 - $18,088
745 Added 0.09%
837,108 $18.5 Million
Q4 2024

Feb 06, 2025
BUY
$22.4 - $68.28 $12.5 Million - $38 Million
556,151 Added 198.48%
836,363 $19.4 Million
Q3 2024

Oct 28, 2024
SELL
$61.11 - $67.85 $70,276 - $78,027
-1,150 Reduced 0.41%
280,212 $19 Million
Q2 2024

Aug 05, 2024
SELL
$58.7 - $64.78 $210,204 - $231,977
-3,581 Reduced 1.26%
281,362 $18.1 Million
Q1 2024

Apr 24, 2024
SELL
$55.41 - $62.08 $909,943 - $1.02 Million
-16,422 Reduced 5.45%
284,943 $17.7 Million
Q4 2023

Jan 25, 2024
SELL
$48.47 - $56.6 $1.19 Million - $1.39 Million
-24,541 Reduced 7.53%
301,365 $17 Million
Q3 2023

Oct 30, 2023
SELL
$50.36 - $54.21 $206,677 - $222,477
-4,104 Reduced 1.24%
325,906 $16.5 Million
Q2 2023

Aug 08, 2023
SELL
$47.67 - $52.37 $307,471 - $337,786
-6,450 Reduced 1.92%
330,010 $17.3 Million
Q1 2023

May 08, 2023
SELL
$44.78 - $49.41 $640,443 - $706,661
-14,302 Reduced 4.08%
336,460 $16.3 Million
Q4 2022

Feb 03, 2023
SELL
$42.25 - $48.16 $816,650 - $930,884
-19,329 Reduced 5.22%
350,762 $15.8 Million
Q3 2022

Nov 08, 2022
SELL
$42.35 - $51.01 $341,341 - $411,140
-8,060 Reduced 2.13%
370,091 $15.7 Million
Q2 2022

Aug 02, 2022
SELL
$43.35 - $54.51 $1.69 Million - $2.13 Million
-39,039 Reduced 9.36%
378,151 $16.9 Million
Q1 2022

Apr 21, 2022
BUY
$49.51 - $57.27 $8.86 Million - $10.3 Million
178,980 Added 75.14%
417,190 $22.5 Million
Q4 2021

Jan 26, 2022
SELL
$51.9 - $57.29 $608,112 - $671,266
-11,717 Reduced 4.69%
238,210 $27.1 Million
Q3 2021

Nov 10, 2021
SELL
$51.52 - $54.94 $187,584 - $200,036
-3,641 Reduced 1.44%
249,927 $26 Million
Q2 2021

Aug 05, 2021
BUY
$48.62 - $52.01 $561,901 - $601,079
11,557 Added 4.78%
253,568 $26.4 Million
Q1 2021

Apr 23, 2021
BUY
$44.9 - $48.34 $270,567 - $291,296
6,026 Added 2.55%
242,011 $23.2 Million
Q4 2020

Jan 21, 2021
SELL
$39.35 - $45.48 $450,872 - $521,109
-11,458 Reduced 4.63%
235,985 $21.5 Million
Q3 2020

Oct 23, 2020
SELL
$37.26 - $43.03 $294,950 - $340,625
-7,916 Reduced 3.1%
247,443 $20 Million
Q2 2020

Jul 30, 2020
SELL
$29.25 - $38.76 $348,104 - $461,282
-11,901 Reduced 4.45%
255,359 $18.9 Million
Q1 2020

Apr 22, 2020
SELL
$26.61 - $40.52 $627,650 - $955,745
-23,587 Reduced 8.11%
267,260 $16.4 Million
Q4 2019

Jan 22, 2020
BUY
$34.42 - $38.54 $376,451 - $421,511
10,937 Added 3.91%
290,847 $22.3 Million
Q3 2019

Nov 07, 2019
BUY
$35.28 - $36.01 $68,901 - $70,327
1,953 Added 0.7%
279,910 $19.9 Million
Q2 2019

Jul 23, 2019
BUY
N/A
479 Added 0.17%
277,957 $19.5 Million
Q1 2019

Apr 23, 2019
BUY
N/A
4,586 Added 1.68%
277,478 $18.8 Million
Q4 2018

Jan 16, 2019
SELL
N/A
-5,393 Reduced 1.94%
272,892 $16.3 Million
Q3 2018

Oct 25, 2018
BUY
N/A
3,859 Added 1.41%
278,285 $19.4 Million
Q2 2018

Jul 25, 2018
BUY
N/A
4,906 Added 1.82%
274,426 $17.8 Million
Q1 2018

May 01, 2018
BUY
N/A
50,498 Added 23.06%
269,520 $17 Million
Q4 2017

Jan 31, 2018
BUY
N/A
17,030 Added 8.43%
219,022 $14 Million
Q3 2017

Oct 24, 2017
BUY
N/A
201,992
201,992 $12.1 Million

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
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