Brass Tax Wealth Management, Inc Schwab Strategic Tr Us Large C Transaction History

Brass Tax Wealth Management, Inc

$602 Billion
Q3 2025

A detailed history of Brass Tax Wealth Management, Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 14,964 shares of SCHX stock, worth $397,144. This represents 0.07% of its overall portfolio holdings.

Number of Shares

14,964

Previous 520,886 97.13%

Holding current value

$397,144

Previous $12.7 Billion 96.9%

% of portfolio

0.07%

Previous 2.45%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$24.46 - $26.5 $12.4 Million - $13.4 Million	-505,922 Reduced 97.13%	14,964 $394 Million
Q2 2025 Aug 11, 2025	BUY	$19.6 - $24.44 $519,498 - $647,782	26,505 Added 5.36%	520,886 $12.7 Billion
Q1 2025 Apr 29, 2025	SELL	$21.75 - $24.28 $108,641 - $121,278	-4,995 Reduced 1.0%	494,381 $10.9 Billion
Q4 2024 Apr 29, 2025	BUY	$22.4 - $68.28 $7.64 Million - $23.3 Million	340,995 Added 215.3%	499,376 $11.6 Billion
Q3 2024 Apr 29, 2025	BUY	$61.11 - $67.85 $6.94 Million - $7.71 Million	113,576 Added 253.49%	158,381 $10.7 Billion

Q3 2024 Dec 12, 2024	BUY	$61.11 - $67.85 $2.74 Million - $3.04 Million	44,805 New	44,805 $3.04 Million

Others Institutions Holding SCHX

# of Institutions

1,630

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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Brass Tax Wealth Management, Inc Schwab Strategic Tr Us Large C Transaction History