Bsw Wealth Partners Schwab Strategic Tr Us Large C Transaction History

Bsw Wealth Partners

  • $788 Million
  • Q3 2025

A detailed history of Bsw Wealth Partners transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Bsw Wealth Partners holds 15,451 shares of SCHX stock, worth $410,069. This represents 0.05% of its overall portfolio holdings.

Number of Shares
15,451
Previous 15,322 0.84%
Holding current value
$410,069
Previous $374,000 8.56%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Oct 15, 2025
BUY
$24.46 - $26.5 $3,155 - $3,418
129 Added 0.84%
15,451 $406,000
Q2 2025

Jul 18, 2025
SELL
$19.6 - $24.44 $7,624 - $9,507
-389 Reduced 2.48%
15,322 $374,000
Q1 2025

Apr 24, 2025
SELL
$21.75 - $24.28 $21,771 - $24,304
-1,001 Reduced 5.99%
15,711 $346,000
Q4 2024

Jan 22, 2025
BUY
$22.4 - $68.28 $243,174 - $741,247
10,856 Added 185.38%
16,712 $387,000
Q3 2024

Oct 29, 2024
SELL
$61.11 - $67.85 $61,721 - $68,528
-1,010 Reduced 14.71%
5,856 $397,000
Q2 2024

Jul 16, 2024
SELL
$58.7 - $64.78 $183,085 - $202,048
-3,119 Reduced 31.24%
6,866 $441,000
Q1 2024

Apr 23, 2024
BUY
$55.41 - $62.08 $5,263 - $5,897
95 Added 0.96%
9,985 $619,000
Q4 2023

Jan 25, 2024
SELL
$48.47 - $56.6 $5,864 - $6,848
-121 Reduced 1.21%
9,890 $557,000
Q3 2023

Oct 27, 2023
SELL
$50.36 - $54.21 $22,712 - $24,448
-451 Reduced 4.31%
10,011 $506,000
Q2 2023

Aug 11, 2023
SELL
$47.67 - $52.37 $9,295 - $10,212
-195 Reduced 1.83%
10,462 $547,000
Q1 2023

May 15, 2023
BUY
$44.78 - $49.41 $492 - $543
11 Added 0.1%
10,657 $515,000
Q4 2022

Feb 13, 2023
BUY
$42.25 - $48.16 $106,512 - $121,411
2,521 Added 31.03%
10,646 $480,000
Q3 2022

Nov 14, 2022
BUY
$42.35 - $51.01 $42 - $51
1 Added 0.01%
8,125 $344,000
Q2 2022

Aug 15, 2022
BUY
$43.35 - $54.51 $86 - $109
2 Added 0.02%
8,124 $363,000
Q1 2022

May 16, 2022
BUY
$49.51 - $57.27 $201,010 - $232,516
4,060 Added 99.95%
8,122 $437,000
Q4 2021

Feb 14, 2022
SELL
$51.9 - $57.29 $27,714 - $30,592
-534 Reduced 11.62%
4,062 $462,000
Q3 2021

Nov 15, 2021
SELL
$51.52 - $54.94 $8,449 - $9,010
-164 Reduced 3.45%
4,596 $478,000
Q2 2021

Aug 16, 2021
BUY
$48.62 - $52.01 $41,181 - $44,052
847 Added 21.65%
4,760 $495,000
Q1 2021

May 17, 2021
SELL
$44.9 - $48.34 $6,016 - $6,477
-134 Reduced 3.31%
3,913 $376,000
Q4 2020

Feb 16, 2021
SELL
$39.35 - $45.48 $19,163 - $22,148
-487 Reduced 10.74%
4,047 $368,000
Q3 2020

Nov 13, 2020
SELL
$37.26 - $43.03 $186 - $215
-5 Reduced 0.11%
4,534 $366,000
Q2 2020

Aug 13, 2020
BUY
$29.25 - $38.76 $204 - $271
7 Added 0.15%
4,539 $336,000
Q1 2020

May 14, 2020
BUY
$26.61 - $40.52 $4,443 - $6,766
167 Added 3.83%
4,532 $278,000
Q4 2019

Feb 18, 2020
SELL
$34.42 - $38.54 $6,298 - $7,052
-183 Reduced 4.02%
4,365 $335,000
Q3 2019

Nov 12, 2019
SELL
$35.28 - $36.01 $2,610 - $2,664
-74 Reduced 1.6%
4,548 $323,000
Q1 2019

May 14, 2019
SELL
N/A
-2,570 Reduced 35.73%
4,622 $312,000
Q4 2018

Feb 13, 2019
BUY
N/A
1,249 Added 21.02%
7,192 $429,000
Q3 2018

Nov 09, 2018
SELL
N/A
-43 Reduced 0.72%
5,943 $413,000
Q2 2018

Aug 07, 2018
BUY
N/A
143 Added 2.45%
5,986 $389,000
Q1 2018

May 10, 2018
SELL
N/A
-3,798 Reduced 39.39%
5,843 $369,000
Q4 2017

Feb 08, 2018
BUY
N/A
395 Added 4.27%
9,641 $615,000
Q3 2017

Nov 03, 2017
BUY
N/A
9,246
9,246 $555,000

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

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